Unclaimed
Bryan Edward Norman is a registered representative of Cambridge Investment Research Advisors, Inc. located in McDonald, TN. Bryan has been in the securities industry since May 7, 1996. Bryan is also a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. and is registered in Tennessee. In addition to working with Cambridge Investment Research Advisors, Inc., Bryan also has experience with LPL FINANCIAL LLC and CUNA BROKERAGE SERVICES, INC.. Bryan holds the following licenses: Series 6, Series 7, Series 63 and Series 66. Bryan has been a financial advisor for over 25 years and provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
02/12/2016 - Present
Cambridge Investment Research Advisors, Inc. (McDonald TN)
TN
02/14/2012 - 02/23/2016
LPL FINANCIAL LLC (CHATTANOOGA TN)
TN
05/14/1998 - 02/16/2012
CUNA BROKERAGE SERVICES, INC. (CHATTANOOGA TN)
NJ
11/18/1991 - 11/22/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/18/1991 - 11/22/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 01/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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