John Orr is a CFA-designated registered investment advisor, based in Clearwater, FL, with 12 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
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
Mutual Securities, INC.Broker
Modern Wealth Management, LLC
Flaharty Asset Management, LLC
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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
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