Gregory Norris (CRD# 1668830) is an Investment Advisor Representative working at Barrell Investment Group, Inc. in Georges Mills, NH and has over 22 years of experience in the finance industry. Gregory Norris 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.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 1132965
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jul 2018 - Current | 5 |
| Barrell Investment Group, Inc. | Quechee, VT | Apr 2018 - Current | 6 |
| Ameriprise Financial Services, Inc. | Quechee, VT | Nov 2011 - Apr 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- FL
- LA
- ME
- MA
- NH
- NC
- TX
- VT
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Total Assets Under Management85MILLIONS
-
Total Number of Accounts558ACCOUNTS
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Average Account Value$152,609
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, LA, MA, ME, NC, NH, TX, VT
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