Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Norman is a financial advisor with over 25 years of experience in the industry. David is currently registered with Momentum Independent Network Inc. and has been with the firm since January 2023. Prior to joining Momentum Independent Network Inc., David was employed by NTB FINANCIAL CORPORATION from March 2021 to December 2022, WILLIAM C. BURNSIDE & COMPANY, INC. from April 2006 to April 2021, INVEST FINANCIAL CORPORATION from May 2003 to April 2006, EDWARD JONES from October 1999 to April 2003, and J.J.B. HILLIARD, W.L. LYONS, INC. from January 1998 to August 2000.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
IL
01/03/2023 - Present
Momentum Independent Network Inc. (Robinson IL)
IL
03/09/2021 - 12/31/2022
NTB FINANCIAL CORPORATION (Robinson IL)
IL
04/04/2006 - 04/13/2021
WILLIAM C. BURNSIDE & COMPANY, INC. (ROBINSON IL)
WI
05/01/2003 - 04/06/2006
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
10/04/1999 - 04/28/2003
EDWARD JONES (ST. LOUIS MO)
KY
01/09/1998 - 08/18/2000
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MN
05/21/1996 - 05/15/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 07/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Norman is the right advisor for you? Invested Better is here to help.
