Claim Profile
Unclaimed Profile
LO

Lynn Hartong Orr

LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC.·MARCO ISLAND, Florida
Series 6, Series 7, Series 22, Series 24, Series 63, Series 6525 years registeredLYNN H. ORR CAPITAL MANAGEMENT GROUP, INC.
317 N. COLLIER BOULEVARD, MARCO ISLAND, FL 34145CRD# 1244047Firm CRD# 112147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynn Hartong Orr · MARCO ISLAND, FL
Registration
CRD #1244047 · LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 24
Series 63
Series 65
Registration record
First registered · March 22, 2001
Years registered · 25
03

Disclosure History

1993Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC.
CRD 112147 · SEC 801-67252
AUM
$35M
Regulatory assets under management
Employees
1
131 client accounts
Services offered by LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

Speak with Lynn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lynn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MARCO ISLAND?

Browse all registered financial advisors in MARCO ISLAND, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Lynn Hartong Orr offer?
Lynn Hartong Orr specializes in Investment Management, Wealth Management. Contact their office in MARCO ISLAND, Florida for a consultation.
What are Lynn Hartong Orr's credentials?
Lynn Hartong Orr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Hartong Orr located?
Lynn Hartong Orr is based in MARCO ISLAND, Florida, working with LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC.. Their office serves clients in the MARCO ISLAND metropolitan area and surrounding communities.
How does Lynn Hartong Orr charge for services?
Lynn Hartong 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 LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC.?
LYNN H. ORR CAPITAL MANAGEMENT GROUP, INC. has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →