Patrick Norfleet, financial advisor Houston TX

Patrick Norfleet

CRD Number: 5288870
Current Firm: Sowell Management

Patrick Norfleet (CRD# 5288870) is an Investment Advisor Representative working at Sowell Management in Houston, TX and has over 16 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Weaver And Tidwell, L.l.p. Houston, TX Feb 2023 - Current 1
Weaver Family Office Services, LLC Houston, TX Feb 2023 - Current 1
Weaver Capital Advisors, LLC Houston, TX Feb 2023 - Current 1
Sowell Management Houston, TX Feb 2023 - Current 1
Edward Jones St Louis, MO Aug 2018 - Feb 2023 4
Wells Fargo Clearing Services LLC The Woodlands, TX Nov 2016 - Aug 2018 1
Uber Spring, TX Jun 2016 - Jul 2018 2
Wells Fargo Advisors LLC The Woodlands, TX Aug 2016 - Nov 2016 < 1
Bbva Compass Insurance Agency, Inc. Austin, TX Mar 2016 - Aug 2016 < 1
Bbva Wealth Solutions Inc. The Woodlands, TX Mar 2016 - Aug 2016 < 1
Bbva Securities Inc. The Woodlands, TX Feb 2016 - Mar 2016 < 1
Amegy Bank, N.a. Houston, TX Jun 2014 - Feb 2016 1
Wells Fargo Advisors The Woodlands, TX Oct 2012 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Patrick R. Norfleet
Phone Number: 501-219-2434
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,329
    MILLIONS
  • Total Number of Accounts
    13,257
    ACCOUNTS
  • Average Account Value
    $251,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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, WY

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