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HO

Harry B. Orr

ORR FINANCIAL
Tampa, FL
Some features on this profile are disabled
CRD#: 2592269
HO

Professional summary

Harry Brazell Orr JR, who also goes by Buck Orr Jr, Harry Brazell (jr) Orr, is a registered financial advisor currently at ORR FINANCIAL, LLC located in Tampa, Florida.

Harry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Harry has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Buck Orr Jr | Harry Brazell (jr) Orr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harry Brazell Orr JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 8, 2001 - Present

ORR FINANCIAL, LLC

RIA
CRD#: 139553
Tampa, FL
Past

December 5, 1997 - February 27, 2006

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
TAMPA, FL
Past

December 1, 1997 - October 30, 1998

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

January 5, 1996 - December 1, 1997

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA
Past

May 2, 1995 - December 19, 1995

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/8/2001)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/19/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/15/2000
General Securities Principal Examination

Current Firm

OF
ORR FINANCIAL, LLC
BAY BRIDGE FINANCIAL GROUP | ORR, HARRY BRAZELL, JR. | ORR FINANCIAL, LLC | ORR FINANCIAL

CRD#: 139553 / SEC#:

Florida
Registered Investment Advisory firm - (2/8/2001 Approved)
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Contact information

Main Address
Tampa, FL
Mailing Address
Phone number
(813) 731-1964
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 3,545,393

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ORR FINANCIAL, LLC

CRD#: 139553Tampa, FL

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