Sean
Orr
Wells Fargo Investment Institute, Inc
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About this Advisor
Sean Orr is a financial advisor operating in Charlotte, North Carolina with 1 year of relevant experience. Orr is on the advisory team at Wells Fargo Investment Institute, Inc. Orr has gained experience at Wells Fargo Investment Institute, Global Alternative Investment Services, Tiaa, Mesirow Financial, Wells Fargo Bank, Wells Fargo Clearing Services and Wells Fargo Investment Institute, Inc. Orr holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Wells Fargo Investment Institute, Inc is an advisory firm operating out of Charlotte, NC. The investment advisory business has offices in 38 locations and a total of 264 financial advisors. It oversees $38 billion in assets under management among its 24,240 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 289 charities and foundations. Of its 24,240 accounts, 94% are associated with high-net-worth individuals who have at least $1 million in investable assets. Wells Fargo Investment Institute, Inc offers a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types charged by Wells Fargo Investment Institute, Inc likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Sean Orr Work History
Sean has been registered as a financial advisor for 1 years.*
Wells Fargo Investment Institute, Inc
Wells Fargo Clearing Services
Wells Fargo Bank
Wells Fargo Investment Institute
Global Alternative Investment Services
Tiaa
Mesirow Financial
*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 Sean 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 Wells Fargo Investment Institute, Inc
Charlotte, NC
Dallas, TX
Beverly Hills, CA
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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