Dana R. Norman

Dana R. Norman (CRD# 129377) is a financial advisory firm headquartered in Swansea, MA. They manage $102,242,503 in 422 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
452 Wilbur Avenue, Swansea, MA 02777
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $242,281
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Norman, financial advisor Swansea MA
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 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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