William Orr
William Orr is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Greenwood, IN, with 10 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Greenwood, IN
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Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
William is an advisory representative of a RIA, the owner of Willo Financial Solutions, and a W2 employee at ISC2. He also volunteers as a board member for The American Legion, is the founder of Veteran CFO Alliance LLC, and an independent insurance agent for various companies through Crump Life Insurance Services.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
State Registrations7 states
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.