Lance Orr Email & Phone Number

Wealth Manager, CPA @ Allegis Advisor Group

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Lance Orr Location

South Jordan, UT, US

Lance Orr Work

2017 - now Wealth Manager, CPA @ Allegis Advisor Group
2002 - 2017 Registered Representative, CPA @ Park Avenue Securities
1996 - 2002 CPA @ Wisan, Smith, Racker, & Prescott

1994 - 1996 CPA @ KPMG Peat Marwick

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Lance Orr Education

Brigham Young University
Masters (Accounting)
1989 - 1993

Lance Orr Skills

Small Business
Portfolio Management
Financial Modeling

Strategic Financial Planning
Securities
Financial Planning
Investments
Risk Management
Finance
401k

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Lance Orr Summary

Lance Orr, based in South Jordan, UT, US, is currently a Wealth Manager, CPA at Allegis Advisor Group. Lance Orr brings experience from previous roles at Park Avenue Securities, Wisan, Smith, Racker, & Prescott and KPMG Peat Marwick. Lance Orr holds a 1989 - 1993 Masters in Accounting @ Brigham Young University. With a robust skill set that includes Small Business, Portfolio Management, Financial Modeling, Strategic Financial Planning, Securities and more. Lance Orr has 3 emails and 2 mobile phone numbers on RocketReach.

Lance Orr Emails

Found 3 emails

Lance Orr Phone Numbers

Found 6 phone numbers

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Others Named Lance Orr

Lance Orr

Construction Manager at Orr Developments Inc.

Ottawa, ON, CA
1
- hotmail.com
1
- +1 819-598-XXXX
Lance Orr

Sr. Mortgage Loan Officer, Barrett Financial Group, LLC at Barrett Financial Group LLC

Las Vegas, NV, US
1
- barrettfinancial.com
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- +1 702-899-XXXX

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Top Allegis Advisor Group Employees

Lance Orr

Wealth Manager, CPA at Allegis Advisor Group

South Jordan, UT, US
3
- aol.com
- gmail.com
- bellsouth.net
5+
- +1 801-254-XXXX
- +1 385-528-XXXX
- +1 801-673-XXXX
- +1 801-809-XXXX
- +1 801-254-XXXX
- +1 801-809-XXXX
Matt Buttle

Business Development Consultant at Allegis Advisor Group

Salt Lake City, UT, US
2
- gmail.com
- allegisag.com
1
- +1 801-209-XXXX
Travis Hodgson

Internal Marketing Consultant, Fixed Products at Allegis Advisor Group

Sandy, UT, US
1
- allegisag.com
Chelsie Murphy

Sr. Case Manager at Allegis Advisor Group

Spokane, WA, US
2
- allegisag.com
- yahoo.com
3
- +1 800-849-XXXX
- +1 866-646-XXXX
- +1 801-856-XXXX
Benjamin Tate

Insurance Agent at Allegis Advisor Group

South Jordan, UT, US
1
- allegisag.com
Michelle Larmore

Life, Annuity and LTC Case Manager at Allegis Advisor Group

Salt Lake City, UT, US
2
- hotmail.com
- allegisag.com
2
- +1 410-334-XXXX
- +1 801-560-XXXX
Nicole Hill

Life Insurance New Business Case Management at Allegis Advisor Group

Sandy, UT, US
2
- +1 801-706-XXXX
- +1 801-571-XXXX

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