JO
John H. Orr
FLAHARTY ASSET MANAGEMENT
CLEARWATER, FL 33759
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CRD#: 5642020
JO
Professional summary
John Hunter Orr, who also goes by Hunter Orr, is a registered financial advisor currently at FLAHARTY ASSET MANAGEMENT, LLC located in Clearwater, Florida and LPL FINANCIAL LLC located in Clearwater, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hunter 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.
1) 01/12/2016 - Flaharty & Associates - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/2012 - 30 Hrs/Mth - 20 Hrs During Trading. 2) 02/24/2016 - Flaharty Asset Management, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:10/1/2013 - 140 Hrs/Mth - 130 Hrs During Trading. 3) 02/24/2016 - Flaharty Asset Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/06/2016 - 100 Hrs/Mth - 100 Hrs During Trading. 4) 06/25/2025 - Not Investment Related - Other - Author - At Reported Business Location(s) - Start Date:06/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view John Hunter 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®
NoneExperience
Current
October 9, 2013 - Present
FLAHARTY ASSET MANAGEMENT, LLC
Office #1: 311 Park Place Blvd. Suite 150, Clearwater, FL 33759RIA
CRD#: 168495
CLEARWATER, FL
Current
January 26, 2016 - Present
LPL FINANCIAL LLC
Office #1: 311 Park Place Blvd, Ste 150, Clearwater, FL 33759RIA
BD
CRD#: 6413
CLEARWATER, FL
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".
FA
FLAHARTY ASSET MANAGEMENT, LLC
FLAHARTY ASSET MANAGEMENT, LLC
CRD#: 168495 / SEC#: 801-78437
RIA
Registered Investment Advisory firm - (8/27/2013 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/9/2022)
RR
Colorado(4/25/2022)
RR
Connecticut(4/26/2022)
RR
District of Columbia(4/25/2022)
IAR
Florida(10/9/2013)
RR
Florida(1/26/2016)
RR
Idaho(4/26/2022)
RR
Louisiana(4/25/2022)
RR
Maryland(4/25/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FLAHARTY ASSET MANAGEMENT, LLC
FLAHARTY ASSET MANAGEMENT, LLC
CRD#: 168495 / SEC#: 801-78437
RIA
Registered Investment Advisory firm - (8/27/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
311 Park Place Blvd. Suite 150, Clearwater, FL 33759
Mailing Address
Phone number
(727) 252-1050
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,121 |
| AUM (Assets Under Management) | $ 809,577,048 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FLAHARTY ASSET MANAGEMENT, LLC
CRD#: 168495Clearwater, FL 33759TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
