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
- Wealth Manager, CPA @ (February 2017 - Present)
- Registered Representative, CPA @ (June 2002 - February 2017)
- CPA @ Wisan, Smith, Racker, & Prescott (June 1996 - May 2002)
- CPA @ KPMG Peat Marwick (January 1994 - June 1996)
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
- Financial Analysis
- Insurance
- Retirement Planning
- Wealth Management
- Life Insurance
- Mutual Funds
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 1 emails and 4 mobile phone numbers on RocketReach.
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Lance Orr
Wealth Manager, CPA
South Jordan, UT, US
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Salt Lake City, UT, US
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