Matthew Norris, financial advisor Hudson OH

Matthew Norris

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew J. Norris
Phone Number: 727-567-3020
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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