Steve Orr
Steve Orr is a registered investment advisor at LPL Financial LLC, based in Victoria, TX, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1101 Salem Rd, Suite E, Victoria, TX, 77904-1915
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2023Customer Dispute
February 2021Criminal
September 1980Criminal
November 1970Other Business ActivitiesSells Insurance
Steve owns Press On Publications, Orr Financial Group (non-variable insurance), and Financial Strategies Class, starting in May 2025. He dedicates minimal time to Press On Publications and Financial Strategies Class, a few hours per week to Orr Financial Group (non-variable insurance), and full-time to Orr Financial Group (DBA for LPL business).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Orr Financial Group
Grove Point Investments, LLCBroker
Dewaay Financial Network, LLCBroker
Orr Financial Group
H. Beck, INC.Broker
Aal Capital Management CorporationBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.