Kyla
Orr
Premier Financial Group Inc
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About this Advisor
Kyla Orr is a financial advisor based in Eureka, California, working with Premier Financial Group Inc. Kyla has previously held positions at Premier Financial Group, Mazzotti's, Applebee's, and Lost Coast Brewery. Kyla has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kyla is part of Premier Financial Group Inc, which operates out of Eureka, California. The firm has 17 employees and manages assets totaling $672.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Premier Financial Group Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Premier Financial Group Inc Brokerage Details
$672,388,931
17
1,216
$552,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kyla Orr Work History
Premier Financial Group
Mazzotti'S
Applebee'S
Lost Coast Brewery
Disclosures
Please visit the SEC profile of Kyla Orr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Premier Financial Group Inc
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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