Brian Orr
Brian Orr is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a member of the investment committee for his church, dedicating minimal time to overseeing the church's finances. He also sells Avantax-approved insurance products through Avantax Insurance Entities, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Pfg Advisors
Securities America, INC.Broker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
NFP Securities, INC.Broker
NFP Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Adp Broker-Dealer, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations53 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.