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Lynn Orr

Advisor at Lynn H. Orr Capital Management Group, Inc.

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Lynn H. Orr Capital Management Group, Inc. logo

Firm

Lynn H. Orr Capital Management Group, Inc.

Location

Marco Island, FL

Credentials

Series 63, Series 65

Industry experience

25 years

About

Lynn Orr is the sole advisor at Lynn H. Orr Capital Management Group, Inc. in Marco Island, FL, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has managed his firm since 1998. The firm provides discretionary portfolio management and financial advice to individual clients, including high-net-worth individuals, managing approximately $72 million across 66 client relationships. Investment decisions are tailored to client goals and risk tolerance, utilizing a wide range of investment options and strategies, including options, margin, and short positions when appropriate.

Client services

Based on Lynn H. Orr Capital Management Group, Inc.

Portfolio management

Expertise

Based on Lynn H. Orr Capital Management Group, Inc.

Options & derivatives strategies Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%

Location

Marco Island, FL

Most active in

Florida · Texas

Work history

Lynn H. Orr Capital Management Group, Inc.

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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