Patrick NorrisCRD Number: 6633491
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick Norris (CRD# 6633491) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 3 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Bank Of America, N.a||Walnut Creek, CA||Jan 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Walnut Creek, CA||Apr 2016 - Current||5|
|Unemployed||Antioch, CA||Aug 2015 - Apr 2016||< 1|
|Comfort Keepers||Fremont, CA||Apr 2014 - Aug 2015||1|
|Unemployed||Antioch, CA||Aug 2006 - Apr 2014||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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