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Francis Spencer-skee Orr

Francis S. Orr

KINETIC WEALTH
KNOXVILLE, TN 37934
Some features on this profile are disabled
CRD#: 6465028
Francis Spencer-skee Orr

Professional summary

Francis Spencer-skee Orr, AIF®, CFP®, who also goes by Skee Orr, is a registered financial advisor currently at KINETIC WEALTH located in Knoxville, Tennessee.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Francis has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Skee 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. LICENSED AS AN INSURANCE AGENT AND HE MAY RECEIVE NORMAL AND CUSTOMARY INSURANCE PRODUCT COMMISSIONS FROM THE SALE OF INSURANCE PRODUCTS 2. Avalon HOA Finance Committee - Member - Homeowner Association - PO Box 32513, Knoxville, TN 37530 - 02/2024 - NIR - 2 hrs/mo trading - Meet as a committee to review financials and make monetary decisions for the HOA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Spencer-skee 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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

June 2, 2025 - Present

KINETIC WEALTH

Office #1: 10805 Kingston Pike, Suite 130, Knoxville, TN 37934
RIA
CRD#: 336229
KNOXVILLE, TN
Past

May 30, 2018 - May 8, 2025

RATHER & KITTRELL, INC.

RIA
CRD#: 114885
KNOXVILLE, TN
Past

October 17, 2016 - September 1, 2020

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

May 27, 2015 - September 14, 2016

CREDIT UNION INVESTMENT SERVICES

RIA
CRD#: 144871
MURPHY, NC
Past

May 4, 2015 - September 14, 2016

SECU BROKERAGE SERVICES

BD
CRD#: 19899
MURPHY, NC

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
Tennessee
(6/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/27/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/9/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/4/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

KW
KINETIC WEALTH
AFFECT FINANCIAL PARTNERS | KINETIC WEALTH, LLC | KINETIC WEALTH | AFFECT FINANCIAL PARTNERS, LLC

CRD#: 336229 / SEC#:

Tennessee
Registered Investment Advisory firm - (6/2/2025 Approved)
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Contact information

Main Address
10805 Kingston Pike, Suite 130, Knoxville, TN 37934
Mailing Address
Phone number
(865) 288-8904
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

KINETIC WEALTH

CRD#: 336229Knoxville, TN 37934

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