John Orr is a CFA-designated registered investment advisor at LPL Financial LLC, based in Clearwater, FL, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
311 Park Place Blvd., Suite 150, Clearwater, FL, 33759
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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
John is involved with Flaharty & Associates, LLC selling variable insurance (about 10-20% of his time) and Flaharty Asset Management, LLC as a Registered Investment Adviser providing financial plans and advice (nearly full-time). He also uses Flaharty Asset Management, LLC as a DBA for LPL business, dedicating 100 hours during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
Flaharty Asset Management, LLC
State Registrations8 states
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