Arthur Flores
Investment adviser representative at Origin Investment Advisory LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Origin Investment Advisory LLCNov 2021 to now
- Origin Financial LLCOct 2021 to now
- Flores Wealth PlanningOct 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Origin Investment Advisory LLC
$34.7MAssets managed
7,591Clients
15Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2495459
- Firm CRD
- 305353