Stephen NorrisCRD Number: 5204058
Current Firm: Mcgowan Group Asset Management, Inc.
Stephen Norris (CRD# 5204058) is an Investment Advisor Representative working at Mcgowan Group Asset Management, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Apex Clearing Corporation||Dallas, TX||Aug 2012 - Current||9|
|Penson Financial Services, Inc.||Dallas, TX||Jul 2006 - Aug 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management691MILLIONS
Total Number of Accounts2,069ACCOUNTS
Average Account Value$334,078
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, DE, FL, LA, NM, OK, TX
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