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Orville Mohler
21 Years of Experience
Orange, CA
Broker
Orville Mohler is a registered investment advisor at Raymond James & Associates, INC., based in Orange, CA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Orange, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
December 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.
December 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.Broker
December 2018 - Present · 7 yrs 9 mos
Previous Registrations
Prudential Financial Planning Services
September 2018 - November 2018 · 2 mos
Pruco Securities, LLC.Broker
September 2018 - November 2018 · 2 mos
MML Investors Services, LLC
March 2017 - May 2018 · 1 yr 2 mos
MML Investors Services, LLCBroker
March 2017 - May 2018 · 1 yr 2 mos
Msi Financial Services, INC.
April 2016 - March 2017 · 11 mos
Msi Financial Services, INC.Broker
July 2014 - March 2017 · 2 yrs 8 mos
Metlife Investors Distribution CompanyBroker
December 2004 - August 2014 · 9 yrs 8 mos
Metlife Investors Distribution CompanyBroker
March 2004 - December 2004 · 9 mos
State Registrations1 state
CA
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.