Patrick NorfleetCRD Number: 5288870
Current Firm: Bbva Wealth Solutions Inc.
Patrick Norfleet (CRD# 5288870) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in The Woodlands, TX and has over 8 years of experience in the finance industry.
Linscomb & Williams
Waterway Wealth Management, LLC
Lpl Financial LLC
|Uber||Spring, TX||Jun 2016 - Current||< 1|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Mar 2016 - Current||< 1|
|Bbva Wealth Solutions Inc.||The Woodlands, TX||Mar 2016 - Current||< 1|
|Bbva Securities Inc.||The Woodlands, TX||Feb 2016 - Current||< 1|
|Compass Bank||Birmingham, AL||Feb 2016 - Current||< 1|
|Amegy Bank, N.a.||Houston, TX||Jun 2014 - Feb 2016||1|
|Wells Fargo Advisors||The Woodlands, TX||Oct 2012 - Jun 2014||1|
|Jp Morgan Securities||The Woodlands, TX||Oct 2012 - Oct 2012||< 1|
|Chase Investment Services||Houston, TX||Oct 2007 - Oct 2012||5|
|Unemployed||Magnolia, TX||Jul 2007 - Oct 2007||< 1|
|Edward Jones Investment||Magnolia, TX||Jan 2007 - Jul 2007||< 1|
|Bubbles Ent.||Houston, TX||May 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
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