AO
CFP
AO
CFP

Andrew Orr

14 Years of Experience
Raleigh, NC
Broker

Andrew Orr is a CFP-designated registered investment advisor, based in Raleigh, NC, with 14 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold.

Location

434 Fayetteville St, Fl 4, Raleigh, NC, 27601

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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
Truist Investment Services, INC.
October 2017 - Present · 9 yrs
Truist Advisory Services, INC.
October 2017 - Present · 9 yrs
Truist Investment Services, INC.Broker
October 2017 - Present · 9 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2012 - September 2017 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
August 2012 - September 2017 · 5 yrs 1 mo
State Registrations1 state
NC
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.
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