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Robert Alexander Norton

Wealth Advisory Group, Inc.

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About Robert Alexander Norton

Robert Alexander Norton is a financial advisor with Wealth Advisory Group, Inc.. Robert has been in the financial services industry since 1983, and has been registered as an Investment Advisor Representative in Pennsylvania since February 26, 2016. Robert is also a Chartered Financial Analyst. Robert specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Robert Norton is currently registered with Wealth Advisory Group, Inc.. Wealth Advisory Group, Inc. is an investment advisory firm headquartered in Berwyn, PA. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $581 million in assets, with $182 million under discretionary management. They are registered with the SEC under the SEC number 801-107381.
Wealth Advisory Group, Inc.

1055 WESTLAKES DRIVE

BERWYN, PA 19312

$581.16M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Norton’s Registration & Firm History

PA

02/26/2016 - Present

Wealth Advisory Group, Inc. (BERWYN PA)

PA

04/10/1986 - 01/25/1999

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

NA

03/08/1984 - 05/31/1985

FIDELITY BROKERAGE SERVICES, INC.

NA

05/02/1983 - 02/15/1984

FIDELITY DISTRIBUTORS CORPORATION

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Licenses & Designations

IA

Issued 02/10/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/1983

Series 7 - General Securities Representative Examination

BC

Issued 03/25/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Alexander Norton.
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