Dana R. Norman

Dana R. Norman (CRD# 129377) is a financial advisory firm headquartered in Swansea, MA. They manage $51,192,098 in 352 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Dana R. Norman
Showing 1 - 1 of 1 top financial advisors.
Dana R. Norman
CRD#: 2674346
452 Wilbur Avenue, Swansea, MA 02777

Dana Norman (CRD# 2674346) is an Investment Advisor Representative working at Dana R. Norman in Swansea, MA and has over 22 years of experience in the finance industry.

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