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William Orr

33 Years of Experience
The Woodlands, TX
2 DisclosuresBroker

William Orr is a registered investment advisor, based in The Woodlands, TX, with 33 years of industry experience.

Location

395 Sawdust Rd Suite 3141, The Woodlands, TX, 77380

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History

Regulatory History (2)
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Judgment / Lien
June 2008
Judgment / Lien
October 2007
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 9 mos
World Investment Advisors, LLC
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Pensionmark Securities, LLCBroker
November 2017 - October 2025 · 7 yrs 11 mos
Pensionmark Financial Group, LLC
November 2017 - November 2017 · 0 mos
Foresters Equity Services, INC.Broker
February 2016 - October 2017 · 1 yr 8 mos
Foresters Equity Services, INC.
February 2016 - October 2017 · 1 yr 8 mos
Independent Financial Group, LLC
July 2015 - February 2016 · 7 mos
Adviseme National Advisors
January 2015 - August 2015 · 7 mos
Independent Financial Group, LLCBroker
August 2014 - February 2016 · 1 yr 6 mos
Independent Financial Group, LLC
August 2014 - January 2015 · 5 mos
Wespac Advisors, LLC
October 2010 - February 2016 · 5 yrs 4 mos
Financial Telesis INCBroker
September 2004 - August 2014 · 9 yrs 11 mos
Securities America, INC.Broker
September 2002 - October 2004 · 2 yrs 1 mo
Usi Securities, INC.Broker
April 1999 - August 2002 · 3 yrs 4 mos
Van Kampen American Capital Distributors, INC.Broker
May 1998 - May 1998 · 0 mos
Prudential Securities IncorporatedBroker
June 1996 - August 1996 · 2 mos
Charles Schwab & CO., INC.Broker
September 1995 - June 1996 · 9 mos
Fidelity Brokerage Services, INC.Broker
October 1989 - September 1995 · 5 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
William Orr - Financial Advisor | TrueAdvisor