Paul Norman, financial advisor Logan UT

Paul Norman

CRD Number: 1746793
Current Firm: Ascend Investment Partners

Paul Norman (CRD# 1746793) is an Investment Advisor Representative working at Ascend Investment Partners in Logan, UT and has over 36 years of experience in the finance industry. Paul 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
Kesler, Norman & Wride, Llc Dba Ascend Investment Partners Ogden, UT Jul 2020 - Current 3
Wachovia Securities Financial Network, Llc (11025) Ogden, UT Feb 2009 - Jul 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Paul M. Norman
Phone Number: (801) 476-1200
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    1,992
    ACCOUNTS
  • Average Account Value
    $256,512
Compensation Options
  • A percentage of assets under your management
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
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, NH, NM, NV, NY, OR, TX, UT, WA, WY

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