Michael Orr is a registered investment advisor, based in Beverly, MA, with 19 years of industry experience.
Location
Beverly, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael engages in business-to-business marketing and solicitation activities for Touchstone Securities, focusing on Separately Managed Accounts and Model Portfolio Delivery options. This requires a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Securities, LLC
Touchstone Advisors INC
Touchstone Securities, LLCBroker
Previous Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Edward Jones
Edward JonesBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
State Registrations53 states
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