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 8 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.

Similar Advisors
Jim David, financial advisor Bethesda MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Bethesda MD
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Bethesda MD
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
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
    87
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $969,581
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

MD, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.