Unclaimed
John Lamar Norman is a financial advisor with over 30 years of experience in the industry. John currently works with Hornor, Townsend & Kent, LLC and holds a Series 63, Series 7, Series 24, and SIE licenses. John is also a Chartered Financial Consultant. John has been a registered representative in Texas since 2004 and has worked in the financial services industry since 1993. John is registered with 22 states. John also offers other financial services such as insurance brokerage and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
TX
04/06/2004 - Present
Hornor, Townsend & Kent, LLC (ADDISON TX)
NY
08/18/1998 - 03/16/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NE
12/06/1994 - 07/24/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NA
07/30/1985 - 08/26/1986
NEW YORK LIFE SECURITIES CORP.
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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