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
- Finance
- Financial Analysis
- Financial Assurance
- Financial Planning
- Financial Reporting
- Financial Statement Preparation
- Insurance
- Investments
- Life Insurance
- Retirement Planning
- Small Business
- Tax Planning
- Tax Preparation
- Wealth Management
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- Strategic Financial Planning
- Securities
- Risk Management
- 401k
- 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 Finance, Financial Analysis, Financial Assurance, Financial Planning, Financial Reporting and more. Lance Orr has 1 emails and 4 mobile phone numbers on RocketReach.
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Top Allegis Advisor Group Employees
Mike Hewlett
Agent
Heber City, UT, US
Travis Carrell
Insurance Broker
South Jordan, UT, US
Chris Miller
Founder and CEO
Salt Lake City, UT, US
Lance Orr
Wealth Manager, CPA
South Jordan, UT, US
Nicole Hill
Life Insurance New Business Case Management
Sandy, UT, US
Chelsie Murphy
Sr. Case Manager
Spokane, WA, US
Michelle Larmore
Life, Annuity and LTC Case Manager
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Kim Despeaux
Stock plan Administrator
Pasadena, MD, US
Dean Hamilton
Advisor Development Consultant
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Gayle Duffy
Independent Broker
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Matt Buttle
Business Development Consultant
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Robert Christensen
Sales
Salt Lake City, UT, US
Benjamin Tate
Insurance Agent
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Travis Carrell
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