Best Investors Account Sign in

Austin Orr

LPl Financial LLC

Woods Cross, UT

Salt Lake City, UT

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-07-20
  • UT RA
    APPROVED
    Since 2021-07-20

Branch Locations

1849 So. 500 W., Woods Cross, UT 84087 • United States

735 S State St, 1St Floor, Salt Lake City, UT 84111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Supersonic Carwash Provo UT 09/2016 12/2016
Estify Provo UT 05/2017 11/2019
Utah Valley University Orem UT 10/2018 12/2019
Progressive Planning South Jordan UT 05/2019 12/2019
Mountain America Credit Union Salt Lake City UT 12/2019 Present
Utah Valley University Orem UT 09/2016 12/2019
Unemployed St. George UT 06/2016 09/2016
Unemployed Provo UT 12/2016 05/2017
Lpl Financial Llc Salt Lake City UT 12/2019 Present
  • 09/2016 → 12/2016
    Supersonic Carwash
    Provo, UT
  • 05/2017 → 11/2019
    Estify
    Provo, UT
  • 10/2018 → 12/2019
    Utah Valley University
    Orem, UT
  • 05/2019 → 12/2019
    Progressive Planning
    South Jordan, UT
  • 12/2019 → Present
    Mountain America Credit Union
    Salt Lake City, UT
  • 09/2016 → 12/2019
    Utah Valley University
    Orem, UT
  • 06/2016 → 09/2016
    Unemployed
    St. George, UT
  • 12/2016 → 05/2017
    Unemployed
    Provo, UT
  • 12/2019 → Present
    Lpl Financial Llc
    Salt Lake City, UT
Other Businesses

1)3/2021- Mountain America Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-14
  • S66 Uniform Combined State Law Examination
    2021-07-14

View on SEC IAPD

Other Firms

LEGACY WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
MAXIMUS WEALTH ADVISORS
BROOKSTONE WEALTH ADVISORS, LLC

Other Investors

JORDAN ROMNEY CURTIS
Lincoln Michael West
Joseph Fisher
James Matthew Culligan
MICHAEL ADAM PACE
GREGORY CLYDE RUDD
JOLYN HACKING ELLIS
MARVIN TODD ELLIS

Other Offices

LEGACY WEALTH MANAGEMENT, LLC · Woodscross, UT
LEGACY WEALTH MANAGEMENT, LLC · Woods Cross, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Bountiful, UT
WELLS FARGO CLEARING SERVICES, LLC · BOUNTIFUL, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BOUNTIFUL, UT
PFS INVESTMENTS INC. · BOUNTIFUL, UT
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · BOUNTIFUL, UT
WELLS FARGO CLEARING SERVICES, LLC · WOODS CROSS, UT

More in Woods Cross, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor