Todd Norris, financial advisor Bethesda MD
96 score

Todd Norris

CRD Number: 5415707
Current Firm: Prime Investment Advisors

Todd Norris (CRD# 5415707) is an Investment Advisor Representative working at Prime Investment Advisors in Bethesda, MD and has over 9 years of experience in the finance industry. Todd Norris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Prime Investment Advisors Bethesda, MD Mar 2016 - Current 1
Strategic Wealth Management Group, LLC Columbia, MD Jan 2015 - Jan 2016 1
Bank Of America N.a. Annapolis, MD Jul 2014 - Jan 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis, MD Jul 2014 - Jan 2015 < 1
Morgan Stanley Smith Barney Baltimore, MD May 2011 - Jun 2014 3
Brown Advisory Securities, LLC Baltimore, MD Apr 2008 - May 2011 3
Norris & Associates Pa Monkton, MD Jan 2008 - Apr 2008 < 1
Norris & Associates Pa Monkton, MD Aug 2003 - Dec 2007 4
University Of Maryland College Park, MD Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Todd C. Norris
Phone Number: 301-951-5233
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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