Unclaimed Profile

James Steven Orr

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.·DALLAS, Texas

SIE, Series 4, Series 7, Series 24, Series 52, Series 63, Series 65CFAClean record21 years registeredTEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

2000 MCKINNEY AVENUE, DALLAS, TX 75201CRD# 1589436Firm CRD# 298422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Steven Orr · DALLAS, TX

Registration

CRD #1589436 · TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Jan 2019 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2015 – Dec 2018

DALLAS, TX

LINSCO/PRIVATE LEDGER CORP.

Oct 2004 – Feb 2006

TERRELL, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52

Series 63

Series 65

Registration record

First registered · October 21, 2004

Years registered · 21

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

CRD 298422 · SEC 801-114364

AUM

$3.4B

Regulatory assets under management

Employees

1,868 client accounts

Services offered by TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does James Steven Orr offer?

James Steven Orr specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are James Steven Orr's credentials?

James Steven Orr holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Steven Orr located?

James Steven Orr is based in DALLAS, Texas, working with TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does James Steven Orr charge for services?

James Steven Orr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.?

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. has approximately 97 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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