Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Schaumburg
31yrs
Brian Orr is a fiduciary financial advisor in Schaumburg, Illinois, with 31 years in the industry. Brian joined Cetera Investment Advisers in 2025, after less than a year at Avantax Advisory Services and two years at PFG Advisors. Brian holds the ChFC designation.
One of 338 advisors with offices in Schaumburg, and one of 318 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- Mar 2025 – Sep 2025Avantax Advisory ServicesPreviously
- Jan 2024 – Aug 2024Cetera Investment Advisers LLCPreviously
- Feb 2022 – Dec 2023Cetera Investment Advisers LLCPreviously
- Feb 2020 – Dec 2021PFG AdvisorsPreviously
- Mar 2019 – Aug 2019Bankers Life Advisory Services, Inc.Previously
- Jan 2018 – Feb 2019Cetera Investment Advisers LLCPreviously
- 2013 – 2017Invest Financial CorporationPreviously
Earlier career (4 more)
- 2010 – 2013Walnut Street Securities, Inc.Previously
- Mar 2010 – Jun 2010Kestra Investment Services, LLCPreviously
- Oct 2009 – Nov 2009MerrillPreviously
- 2006 – 2009Banc of America Investment Services, Inc.Previously
Contact Brian
(310) 257-7880Cetera Investment Advisers main office 1450 American Lane 6th Floor, Suite 650Schaumburg, IL 60173Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Brian Orr. Brian works from the Schaumburg, IL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1996, about 31 years. Top 15% by experience nationwide.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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