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Kelley Orr

27 Years of Experience
Owensboro, KY
Broker

Kelley Orr is a registered investment advisor at Wells Fargo Advisors, based in Owensboro, KY, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

101 E 2nd St 200 Fl 2, Owensboro, KY, 42303

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
LPL Financial LLCBroker
May 2014 - October 2024 · 10 yrs 5 mos
LPL Financial LLC
May 2014 - October 2024 · 10 yrs 5 mos
Lincoln Financial Advisors Corporation
July 2011 - June 2014 · 2 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
July 2011 - June 2014 · 2 yrs 11 mos
Bb&t Investment Services, INC.
January 2005 - July 2011 · 6 yrs 6 mos
Bb&t Investment Services, INC.Broker
August 2004 - July 2011 · 6 yrs 11 mos
Banc One Securities CorporationBroker
January 2001 - August 2004 · 3 yrs 7 mos
First Investors CorporationBroker
January 1999 - December 2000 · 1 yr 11 mos
State Registrations14 states
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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.
Kelley Orr - Financial Advisor | TrueAdvisor