Antoine B. Orr

PLANCORR WEALTH MANAGEMENT

Nottingham, MD 21236

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CRD#: 3198264

Professional summary

Antoine Basil Orr is a registered financial advisor currently at PLANCORR WEALTH MANAGEMENT, LLC located in Nottingham, Maryland.

Antoine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Antoine has worked at 7 firms and has passed the Series 65, Series 63 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.

SELF-EMPLOYED; NON-INVESTMENT RELATED; P.O. Box 44129 Nottingham, MD, 21236; INSURANCE SERVICES; INDEPENDENT INSURANCE AGENT; 06/1998; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antoine Basil 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®

None

Experience

Current

January 6, 2017 - Present

PLANCORR WEALTH MANAGEMENT, LLC

Office #1: 4404 Cole Farm Rd, Nottingham, MD 21236

RIA

CRD#: 148336

Nottingham, MD

Past

October 14, 2008 - December 31, 2016

PLANCORR WEALTH MANAGEMENT, LLC

RIA

CRD#: 148336

NOTTINGHAM, MD

Past

May 31, 2006 - June 13, 2008

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

LAUREL, MD

Past

August 10, 2005 - June 9, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

BETHESDA, MD

Past

May 22, 2003 - August 10, 2005

PARKLAND SECURITIES, LLC

CRD#: 115368

ANN ARBOR, MI

Past

October 31, 2002 - May 21, 2003

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

October 23, 2000 - November 6, 2002

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

May 4, 1999 - November 8, 2000

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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

Maryland
(1/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/30/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/13/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/13/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PLANCORR WEALTH MANAGEMENT, LLC

CRD#: 148336 / SEC#:

Maryland

Registered Investment Advisory firm - (10/14/2008 Approved)

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Contact information

Main Address

Nottingham, MD

Mailing Address

Po Box 44129, Nottingham, MD 21236

Phone number

(202) 341-5824

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Antoine B. Orr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antoine Basil Orr's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANCORR WEALTH MANAGEMENT, LLC

PLANCORR WEALTH MANAGEMENT, LLC

GROVE POINT INVESTMENTS, LLC

MML INVESTORS SERVICES, LLC

PARKLAND SECURITIES, LLC

INVESTACORP, INC.

WOODBURY FINANCIAL SERVICES, INC.

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2008

Series 63

Date: 4/13/1999

Series 6

Date: 4/13/1999

Current Firm

PLANCORR WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

PLANCORR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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