John
Orr
Flaharty Asset Management, LLC
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About this Advisor
John Orr is a financial advisor based in Clearwater, Florida, working with Flaharty Asset Management, LLC. John has previously held positions at Alpha Street Research, Flaharty & Associates LLC, Flaharty Asset Management, and Lpl Financial LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, John is part of Flaharty Asset Management, LLC, which operates out of Clearwater, Florida. The firm has 1 office and 11 employees. The firm manages assets totaling $761.2 million and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Flaharty Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flaharty Asset Management, LLC Brokerage Details
$761,160,791
11
2,006
$379,442
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Orr Work History
Lpl Financial LLC
Flaharty Asset Management
Flaharty & Associates LLC
Alpha Street Research
Disclosures
Please visit the SEC profile of John 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 Flaharty Asset Management, LLC
Clearwater, FL
Clearwater, FL
Punta Gorda, FL
Clearwater, FL
Clearwater, FL
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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