Brion NorbyCRD Number: 4577786
Current Firm: Concorde Asset Management, LLC
Brion Norby (CRD# 4577786) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Williston, ND and has over 14 years of experience in the finance industry.
Fsc Securities Corporation
Northwestern Mutual Investment Services,llc
Eide Bailly Advisors, LLC
|Concorde Asset Management, Inc.||Livonia, MI||Jun 2016 - Current||< 1|
|Concorde Investment Services, LLC||Livonia, MI||Jun 2016 - Current||< 1|
|Norby Farms||Grenora, ND||May 1988 - Current||28|
|Lebenthal And Co, LLC||New York, NY||Oct 2014 - Jun 2016||1|
|Lebenthal Wealth Advisors, LLC||New York, NY||Oct 2014 - Jun 2016||1|
|Truwealth Financial||Williston, ND||Nov 2013 - Oct 2014||< 1|
|Ing Financial Partners, Inc.||Williston, ND||Mar 2013 - Oct 2014||1|
|Wyoming Casing Inc.||Williston, ND||Jun 2012 - Mar 2013||< 1|
|Stallion Oilfield Service||Williston, ND||May 2011 - Jun 2012||1|
|Wisco||Williston, ND||Feb 2011 - May 2011||< 1|
|Safflower Technologies||Fairview, MT||Jan 2011 - Feb 2011||< 1|
|United Pulse Trading||Williston, ND||Jan 2009 - Jan 2011||2|
|Weatherford Int.||Williston, ND||Jun 2008 - Dec 2008||< 1|
|Williams County||Williston, ND||Oct 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management236MILLIONS
Total Number of Accounts2,048ACCOUNTS
Average Account Value$114,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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