Norris McClane, financial advisor San Antonio TX
88 score

Norris McClane

CRD Number: 6031658
Current Firm: Avalon Advisors LLC

Norris McClane (CRD# 6031658) is an Investment Advisor Representative working at Avalon Advisors LLC in San Antonio, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Avalon Wealth Management LLC Houston, TX Jan 2014 - Current 2
Avalon Advisors, LLC Houston, TX Jan 2014 - Current 2
True North, LLC San Antonio, TX Oct 2012 - Jan 2014 1
Norris Robert Mcclane International, Llc Dba Mcclane Int'l, LLC San Antonio, TX Apr 2010 - Sep 2012 2
Rockey's Moving, LLC San Antonio, TX Jun 2008 - Apr 2010 1
Loeffler Tuggey Pauerstein Rosenthal, LLP San Antonio, TX Jul 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Norris R. McClane
Phone Number: 713-238-2050
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,895
    MILLIONS
  • Total Number of Accounts
    3,445
    ACCOUNTS
  • Average Account Value
    $1,420,986
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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