OM
ChFC
OM
ChFC

Orrin Magill

45 Years of Experience
Greensboro, NC
BrokerSells Insurance

Orrin Magill is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Greensboro, NC, with 45 years of industry experience. Orrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

3707 West Market Stree, Suite C, Greensboro, NC, 27403

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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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Other Business ActivitiesSells Insurance

Orrin is a group benefits broker, sells life and health insurance, is president/shareholder of Qualified Plan Administrators, Inc., and is involved with West Market Street Partners, Inc., an insurance licensed corporation. He also has real estate holdings and development activities.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2004 - Present · 22 yrs 1 mo
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs
Previous Registrations
C.P. Advisory Services
December 2000 - April 2004 · 3 yrs 4 mos
Guardian Investor Services CorporationBroker
March 1992 - May 1999 · 7 yrs 2 mos
Pml Securities CompanyBroker
April 1980 - March 1992 · 11 yrs 11 mos
State Registrations5 states
FLILNCNYVA
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.
Orrin Magill - Financial Advisor | TrueAdvisor