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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Norris is a financial advisor with Mercer Global Advisors Inc. Brian has been in the industry since 1988 and holds Series 7, 63, and 66 licenses. Brian is a Certified Financial Planner™ professional. Brian has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Brian's specializations include financial planning, estate planning, and tax return preparation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
03/31/2021 - Present
Mercer Global Advisors Inc. (Spokane WA)
WA
06/25/2019 - 03/23/2021
RBC CAPITAL MARKETS, LLC (SPOKANE WA)
MO
12/24/2014 - 12/31/2016
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
WA
04/23/2014 - 11/17/2014
METLIFE SECURITIES INC. (SPOKANE WA)
WA
01/03/2011 - 04/22/2014
WELLS FARGO ADVISORS, LLC (SPOKANE WA)
WA
11/06/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SPOKANE WA)
NA
07/20/1988 - 11/01/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/20/1988 - 11/01/1988
IDS LIFE INSURANCE COMPANY
BOTH
Issued 07/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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