Kelsey Norton, financial advisor Dallas TX

Kelsey Norton

CRD Number: 6232790
Current Firm: Tolleson Private Wealth Management

Kelsey Norton (CRD# 6232790) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 7 years of experience in the finance industry. Kelsey Norton 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
Tolleson Private Wealth Management Dallas, TX Feb 2018 - Current 2
Heritage Financial Planning Dallas, TX Nov 2014 - Dec 2017 3
Fidelity Brokerage Services, LLC Westlake, TX Jul 2013 - Sep 2014 1
Unemployed Bullard, TX May 2013 - Jul 2013 < 1
Willow Brook Country Club Tyler, TX Apr 2013 - May 2013 < 1
Texas A&m College Station, TX Aug 2012 - Apr 2013 < 1
Willow Brook Country Club Tyler, TX Apr 2012 - Aug 2012 < 1
Texas A&m College Station, TX Sep 2011 - Apr 2012 < 1
Willow Brook Country Club Tyler, TX Jul 2011 - Sep 2011 < 1
Texas A&m College Station, TX Aug 2009 - Jul 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for Kelsey P. Norton
Phone Number: 214-252-3250
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,631
    MILLIONS
  • Total Number of Accounts
    3,363
    ACCOUNTS
  • Average Account Value
    $1,971,723
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, LA, NY, TX

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