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William Orr is a registered investment advisor, based in Greenwood, IN, with 11 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Greenwood, IN
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Regulatory History (1)
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Customer Dispute
December 2020Denied
Other 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.
July 2023 - Present · 3 yrs 3 mos
Cambridge Investment Research, INC.Broker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Prudential Financial Planning Services
June 2020 - July 2023 · 3 yrs 1 mo
Pruco Securities, LLC.Broker
June 2020 - July 2023 · 3 yrs 1 mo
Edward Jones
May 2015 - June 2020 · 5 yrs 1 mo
Edward JonesBroker
March 2015 - June 2020 · 5 yrs 3 mos
State Registrations7 states
CACTILINMSVAWA
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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