Dana R. Norman

Dana R. Norman (CRD# 129377) is a financial advisory firm headquartered in Swansea, MA. They manage $39,982,676 in 284 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $140,784
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.

MA

Financial Advisors at Dana R. Norman
Showing 1 - 1 of 1 top financial advisors.
1
Dana R. Norman
CRD#: 2674346
452 Wilbur Avenue, Swansea, MA 02777
93
Wealthminder
score

Dana Norman (CRD# 2674346) is an Investment Advisor Representative working at Dana R. Norman in Swansea, MA and has over 20 years of experience in the finance industry.

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