Kyla
Orr
Premier Financial Group Inc
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About this Advisor
Kyla Orr is a financial advisor who works in Eureka, California with a total of 1 year of industry experience. Orr is an employee of Premier Financial Group Inc. Throughout their career, they have worked at Premier Financial Group, Mazzotti'S, Applebee'S, Lost Coast Brewery and Marie Calendar'S. Orr holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in California. Premier Financial Group Inc is an advisory business based in Eureka, CA. It handles $632 million in total assets across its 1,148 customer accounts, making it one of the larger firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 1,148 client accounts, 30% are held by high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Premier Financial Group Inc most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Premier Financial Group Inc Brokerage Details
$632,047,264
17
1,148
$550,564
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
Kyla has been registered as a financial advisor for 1 years.*
Premier Financial Group
Mazzotti'S
Applebee'S
Lost Coast Brewery
Marie Calendar'S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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