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.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 7339646
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- MA
-
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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