Jennifer Orr is a registered investment advisor at TD Private Client Wealth LLC, based in Portland, ME, with 25 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.
Location
1 Portland Square, Portland, ME, 04101
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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 Activities
Jennifer rents vacation real estate property since 2017, dedicating minimal time. She also engages in farming activities since 2014, also dedicating minimal time.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Securities CorporationBroker
Windward Securities CorporationBroker
Veravest Investments, INC.Broker
Pfpc Distributors, INC.Broker
State Registrations2 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.