Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Orr is an Investment Advisor Representative and Registered Representative with Cambridge Investment Research Advisors, Inc. based in Greenwood, IN. William has been in the financial industry since 2015. Previously, William worked for Pruco Securities, LLC. and Edward Jones. William holds the Series 66, Series 7, and SIE licenses. William also volunteers as a board member for The American Legion and is the founder of the Veteran CFO Alliance LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
07/10/2023 - Present
Cambridge Investment Research Advisors, Inc. (Greenwood IN)
IN
06/17/2020 - 07/18/2023
PRUCO SECURITIES, LLC. (Indianapolis IN)
IN
03/24/2015 - 06/16/2020
EDWARD JONES (INDIANAPOLIS IN)
BOTH
Issued 04/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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