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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Randell Norfleet is an investment advisor representative with Sowell Management in Houston, Texas. Patrick Randell Norfleet has been in the industry since 2007. Patrick Randell Norfleet is also registered as an Investment Advisor Representative in Texas. Patrick Randell Norfleet provides financial planning and portfolio management services to individuals. Patrick Randell Norfleet also offers selection of other advisors services. Previously, Patrick Randell Norfleet was affiliated with EDWARD JONES, WELLS FARGO CLEARING SERVICES, LLC, BBVA SECURITIES INC., ZIONS DIRECT, INC., AMEGY INVESTMENTS, INC., WELLS FARGO ADVISORS, LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and EDWARD JONES.
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.
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.
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TX
02/09/2023 - Present
Sowell Management (Houston TX)
TX
08/03/2018 - 02/07/2023
EDWARD JONES (Houston TX)
TX
09/01/2016 - 08/09/2018
WELLS FARGO CLEARING SERVICES, LLC (SPRING TX)
TX
03/02/2016 - 08/15/2016
BBVA SECURITIES INC. (THE WOODLANDS TX)
UT
01/06/2016 - 02/26/2016
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
TX
06/05/2014 - 12/31/2015
AMEGY INVESTMENTS, INC. (HOUSTON TX)
TX
10/19/2012 - 06/11/2014
WELLS FARGO ADVISORS, LLC (THE WOODLANDS TX)
TX
10/01/2012 - 10/22/2012
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
11/26/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
MO
03/30/2007 - 07/23/2007
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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