Norris Financial Group, LLC

Norris Financial Group, LLC (CRD# 129422) is a financial advisory firm headquartered in Greenville, SC. They manage $195,637,746 in 747 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
605 N. Main Street, Greenville, SC 29601
https://www.norrisfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    747
    ACCOUNTS
  • Average Account Value
    $261,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, LA, NC, OH, SC, TX

Financial Advisors at Norris Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Calvin Davis, financial advisor Greenville SC
Calvin B. Davis
CRD#: 6346388
605 N. Main Street, Greenville, SC 29601

Calvin Davis (CRD# 6346388) is an Investment Advisor Representative working at Norris Financial Group, LLC in Greenville, SC and has over 8 years of experience in the finance industry.

2
Altman Norris, financial advisor Greenville SC
Altman J. Norris
CRD#: 4894219
605 N. Main Street, Greenville, SC 29601

Altman Norris (CRD# 4894219) is an Investment Advisor Representative working at Norris Financial Group, LLC in Greenville, SC and has over 18 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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