Norman Mah, financial advisor Susanville CA
93 score

Norman Mah

CRD Number: 3180768
Current Firm: Securities America Advisors, Inc.

Norman Mah (CRD# 3180768) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Susanville, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Susanville, CA Jan 2009 - Current 7
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Current 7
Norman Mah Financial Services Susanville, CA Jan 2006 - Current 10
Brecek & Young Advisors, Inc. Folsom, CA Jun 2000 - Jan 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Norman Y. Mah
Phone Number: 402-399-9111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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