Patrick Norris (CRD# 6633491) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Walnut Creek, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Walnut Creek, CA | Jul 2023 - Current | < 1 |
| Vantage Point Private Wealth LLC | Walnut Creek, CA | Jul 2023 - Current | < 1 |
| Bank Of America, N.a | Walnut Creek, CA | Jan 2020 - Jul 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek, CA | Apr 2016 - Jul 2023 | 7 |
| Unemployed | Antioch, CA | Aug 2015 - Apr 2016 | < 1 |
| Comfort Keepers | Fremont, CA | Apr 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- CA
- TX
- WI
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Total Assets Under Management991MILLIONS
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Total Number of Accounts2,712ACCOUNTS
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Average Account Value$365,369
- 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)
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