Norris Financial Group, LLC

Norris Financial Group, LLC (CRD# 129422) is a financial advisory firm headquartered in Greenville, SC. They manage $96,368,000 in 519 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $185,680
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
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.

LA, OH, SC

Financial Advisors at Norris Financial Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Terry L. Norris
CRD#: 841386
605 N. Main Street, Greenville, SC 29601
96
Wealthminder
score

Terry Norris (CRD# 841386) is an Investment Advisor Representative working at Norris Financial Group, LLC in Greenville, SC and has over 32 years of experience in the finance industry. Terry Norris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mason E. Freelin
CRD#: 4861264
605 N. Main Street, Greenville, SC 29601
93
Wealthminder
score

Mason Freelin (CRD# 4861264) is an Investment Advisor Representative working at Norris Financial Group, LLC in Greenville, SC and has over 13 years of experience in the finance industry.

3
Altman J. Norris
CRD#: 4894219
605 N. Main Street, Greenville, SC 29601
93
Wealthminder
score

Altman Norris (CRD# 4894219) is an Investment Advisor Representative working at Norris Financial Group, LLC in Greenville, SC and has over 12 years of experience in the finance industry.

4
William Rosenfeld
CRD#: 4677556
605 N. Main Street, Greenville, SC 29601
93
Wealthminder
score

William Rosenfeld (CRD# 4677556) is an Investment Advisor Representative working at Norris Financial Group, LLC in Greenville, SC and has over 14 years of experience in the finance industry.

5
Calvin B. Davis
CRD#: 6346388
605 N. Main Street, Greenville, SC 29601
89
Wealthminder
score

Calvin Davis (CRD# 6346388) is an Investment Advisor Representative working at Norris Financial Group, LLC in Greenville, SC and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.