Richard A. Norkun & Associates, LLC

Richard A. Norkun & Associates, LLC (CRD# 126177) is a financial advisory firm headquartered in Westmoreland, NH. They manage $47,912,708 in 216 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $221,818
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
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.

CT, MA, NH, TX

Financial Advisors at Richard A. Norkun & Associates, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Anthony D. Daurio
CRD#: 3256018
492 Main St, Middlefield, CT 06455
93
Wealthminder
score

Anthony Daurio (CRD# 3256018) is an Investment Advisor Representative working at Richard A. Norkun & Associates, LLC in Middlefield, CT and has over 18 years of experience in the finance industry.

2
Linda A. Norkun
CRD#: 3256020
East Hampton, CT
93
Wealthminder
score

Linda Norkun (CRD# 3256020) is an Investment Advisor Representative working at Richard A. Norkun & Associates, LLC in East Hampton, CT and has over 18 years of experience in the finance industry.

3
Richard A. Norkun
CRD#: 349095
Westmoreland, NH
93
Wealthminder
score

Richard Norkun (CRD# 349095) is an Investment Advisor Representative working at Richard A. Norkun & Associates, LLC in Westmoreland, NH and has over 26 years of experience in the finance industry.

4
Raymond J. Serra
CRD#: 1325745
East Hampton, CT
93
Wealthminder
score

Raymond Serra (CRD# 1325745) is an Investment Advisor Representative working at Richard A. Norkun & Associates, LLC in East Hampton, CT and has over 15 years of experience in the finance industry.

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