Linda Norman, financial advisor Ocala FL
96 score

Linda Norman

CRD Number: 1374177
Current Firm: Raymond James Financial Services Advisors, Inc.

Linda Norman (CRD# 1374177) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 13 years of experience in the finance industry. Linda Norman 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
Raymond James Financial Services Advisors, Inc. Ocala, FL Jan 2010 - Current 6
Norman And Furlong Financial Services, Inc. Ocala, FL Dec 2009 - Current 7
Norman & Furlong Financial Group, Inc. Ocala, FL Dec 2009 - Current 7
Raymond James Financial Services Inc. Ocala, FL Jul 2003 - Current 13
Humane Society Of Marion County Ocala, FL Jan 2005 - Apr 2014 9
Norman Financial & Insurance Inc. Ocala, FL Jan 1987 - Jan 2007 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
Contact Info for Linda C. Norman
Phone Number: 727-567-5877
Registered State(s):
  • FL
  • LA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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

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