Mark J. Orr
BROOKSTONE WEALTH ADVISORS
ALPHARETTA, GA 30004
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CRD#: 3061367
Professional summary
Mark Jeffrey Orr, CFP® is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Alpharetta, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MARK J. ORR, CFP; INVESTMENT RELATED; 12600 DEERFIELD PARKWAY, #100, ALPHARETTA, GA 30004; LIFE INSURANCE AND ANNUITIES; SOLE PROPRIETOR; STARTED 11/1997; 100 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; LIFE INSURANCE AND ANNUITY SALES/SERVICE. PROACTIVE TAX PLANNING, LLC; INVESTMENT RELATED; 12600 DEERFIELD PARKWAY, #100, ALPHARETTA, GA 30004; TAX PLANNING AND PREPARATION; OWNER; STARTED 06/2019; 30 HOURS/MONTH DEVOTED; 15 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER TAX PREPARATION AND PLANNING SERVICES. THE EAGLE TEAM; INVESTMENT RELATED; 563 BIELENBURG PKWY, SUITE 105, WOODBURY, MN 55125; INSURANCE; INSURANCE AGENT; STARTED 04/2005; 20-25 HOURS/MONTH DEVOTED; 15-20 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. AMAZE BROKERS; NON INVESTMENT RELATED; 12600 DEERFIELD PKY, SUITE 100, ALPHARETTA, GA 30004; INDEPENDENT INSURANCE BROKER; STARTED 07/2024; 5-10 HOURS/WEEK; SELLING AMAZE HEALTH EMPLOYEE BENEFITS PROGRAM TO SMALL BUSINESSES AND ORGANIZATIONS THE SHRED METHOD; NON INVESTMENT RELATED; WWW.THESHREDMETHOD.COM; NON-EMPLOYEE AFFILIATE; STARTED 11/17/25; 10-15 HOURS/MONTH; INTRODUCE PROGRAM TO PEOPLE WHO WANT TO ELIMINATE THEIR MORTGAGE AND DEBTS WITHOUT CHANGING THEIR LIFESTYLE
CRS (Client Relationship Summary) - RIA
Click below to view Mark Jeffrey Orr'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®
CFP®
Start date: 2000
Experience
Current
August 16, 2018 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 12600 Deerfield Parkway, Alpharetta, GA 30004RIA
CRD#: 137658
ALPHARETTA, GA
Past
January 5, 2017 - July 26, 2018
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Alpharetta, GA
Past
May 18, 2009 - December 31, 2016
MORR CAPITAL MANAGEMENT, INC.
RIA
CRD#: 135763
ALPHARETTA, GA
Past
June 23, 2005 - December 31, 2007
MORR CAPITAL MANAGEMENT, INC.
RIA
CRD#: 135763
ALPHARETTA, GA
Past
March 28, 2003 - June 28, 2005
SICOR SECURITIES INC
RIA
CRD#: 16195
ALPHARETTA, GA
Past
October 28, 1998 - July 25, 2012
SICOR SECURITIES INC
BD
CRD#: 16195
ALPHARETTA, GA
Past
July 6, 1998 - October 8, 1998
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)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(10/26/2021)
IAR
Georgia(8/16/2018)
IAR
Louisiana(10/19/2021)
IAR
Texas(10/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244
SEC notice filing (52 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
