Norman Davis, financial advisor Houston TX
96 score

Norman Davis

CRD Number: 1222355
Current Firm: Linscomb & Williams

Norman Davis (CRD# 1222355) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 32 years of experience in the finance industry. Norman Davis 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
Linscomb & Williams Houston, TX Nov 2008 - Current 8
Royal Alliance Associates, Inc. Houston, TX Jun 1992 - Oct 2008 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
Contact Info for Norman R. Davis
Phone Number: 713-840-1000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,315
    MILLIONS
  • Total Number of Accounts
    4,131
    ACCOUNTS
  • Average Account Value
    $560,290
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, FL, GA, LA, MD, NC, NY, OR, PA, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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