Matthew NorrisCRD Number: 6459069
Current Firm: Raymond James Financial Services Advisors, Inc.
Matthew Norris (CRD# 6459069) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hudson, OH and has over 6 years of experience in the finance industry.
Independence Capital Company, Inc.
The Center For Eldercare Finance
Strategic Wealth Partners, Ltd.
|Raymond James Financial Services Advisors Inc.||Hudson, OH||Jul 2017 - Current||4|
|Raymond James Financial Services, Inc.||Hudson, OH||Apr 2015 - Current||6|
|Westminster Financial||Hudson, OH||Jun 2014 - Apr 2015||< 1|
|Ap Quality Care Inc.||Westlake, OH||Aug 2009 - May 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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