Robert NorrisCRD Number: 7083278
Current Firm: Centerpoint Advisors, LLC
Robert Norris (CRD# 7083278) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 3 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Centerpoint Advisors||Needham Heights, MA||Jun 2018 - Current||4|
|Centerpoint Advisors||Needham Heights, MA||May 2017 - May 2018||1|
|Bryant University||Smithfield, RI||Sep 2016 - May 2017||< 1|
|Macatawa Bay Junior Association||Macatawa, MI||Jun 2008 - Aug 2016||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management560MILLIONS
Total Number of Accounts879ACCOUNTS
Average Account Value$637,624
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NH, NY, TX
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