Patrick Norfleet, financial advisor The Woodlands TX
93 score

Patrick Norfleet

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Patrick R. Norfleet
Phone Number: 713-552-9277
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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