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John Hunter Orr

FLAHARTY ASSET MANAGEMENT, LLC·CLEARWATER, Florida
CFASeries 7Series 65Series 63SIELicensed in 8 states
Unclaimed Profile
311 PARK PLACE BLVD., CLEARWATER, FL 33759CRD# 5642020Firm CRD# 168495
01

About

John Hunter Orr is a registered financial advisor based in CLEARWATER, Florida, affiliated with FLAHARTY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FLAHARTY ASSET MANAGEMENT, LLC
FLAHARTY ASSET MANAGEMENT, LLC
AUM
$761M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FLAHARTY ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5642020
Firm CRD# 168495
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Hunter Orr offer?
John Hunter Orr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.
What are John Hunter Orr's credentials?
John Hunter Orr holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Hunter Orr located?
John Hunter Orr is based in CLEARWATER, Florida, working with FLAHARTY ASSET MANAGEMENT, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does John Hunter Orr charge for services?
John Hunter Orr's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLAHARTY ASSET MANAGEMENT, LLC?
FLAHARTY ASSET MANAGEMENT, LLC has approximately 11 employees and manages $761M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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