Kelsey NortonCRD 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.
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|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|
Total Assets Under Management6,631MILLIONS
Total Number of Accounts3,363ACCOUNTS
Average Account Value$1,971,723
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, LA, NY, TX
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