Alison Norris, financial advisor Clearwater FL
91 score

Alison Norris

CRD Number: 6366264
Current Firm: Provise Management Group, LLC

Alison Norris (CRD# 6366264) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 2 years of experience in the finance industry. Alison 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
Provise Management Group, LLC Clearwater, FL Jan 2016 - Current < 1
Huckleberry Capital Management Alexandria, VA Sep 2015 - Jan 2016 < 1
Motley Fool Wealth Management Alexandria, VA Jul 2014 - Jul 2015 1
The Motley Fool, LLC Alexandria, VA Jul 2012 - Jun 2014 1
Citystaff Washington, DC Apr 2012 - Jul 2012 < 1
American Association For The Advancement Of Science Washington, DC Aug 2010 - Apr 2012 1
Not Applicable (full Time Student) Bradenton, FL Jul 2004 - Aug 2010 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Alison F. Norris
Phone Number: [727] 441-9022
Firm Website: http://www.provise.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,191
    MILLIONS
  • Total Number of Accounts
    3,065
    ACCOUNTS
  • Average Account Value
    $388,661
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, GA, HI, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA

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BADGES
91
Clean Record
This advisor has a clean track record with regulators.

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