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Albert Glenn McNorton

Mariner Wealth

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About Albert Glenn McNorton

Albert McNorton is an investment advisor representative with Mariner Wealth. Albert has over 30 years of experience in the financial services industry. Albert has held previous positions with Oppenheimer & Co. Inc., Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., CPA Financial Advisers, Inc., Lockwood Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Albert holds the Series 7, Series 9, Series 10, Series 63 and Series 65 licenses.

Firm Information

Albert McNorton is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Albert McNorton’s Registration & Firm History

FL

12/16/2024 - Present

Mariner Wealth (Sarasota FL)

FL

01/09/2015 - 12/02/2016

OPPENHEIMER & CO. INC. (SARASOTA FL)

FL

03/04/2009 - 01/14/2015

WELLS FARGO ADVISORS, LLC (SEBRING FL)

FL

03/07/2006 - 03/26/2009

CITIGROUP GLOBAL MARKETS INC. (SEBRING FL)

MO

01/28/2003 - 03/14/2006

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

FL

12/18/2000 - 01/23/2003

CPA FINANCIAL ADVISERS, INC. (DAYTONA BEACH FL)

PA

11/12/1998 - 09/21/2000

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

NY

09/09/1993 - 11/20/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/21/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Albert Glenn McNorton. Review regulatory record here.
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