John Hunter Orr
Investment adviser representative at Modern Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$10.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Mutual Securities, Inc.Jun 2026 to now
- Modern Wealth Management, LLCMay 2026 to now
- Flaharty Asset ManagementSep 2013 to now
- LPL Financial LLCJan 2016 to May 2026
- Flaharty & Associates LLCMar 2010 to May 2026
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 5642020
- Firm CRD
- 324624