Brion Norby, financial advisor Williston ND
93 score

Brion Norby

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Brion L. Norby
Phone Number: 248-824-6710
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    2,048
    ACCOUNTS
  • Average Account Value
    $114,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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