Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene Norman is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. in Tennessee and Texas. Before joining Raymond James, Robert has experience with several other firms including LPL Financial, U.S. Bancorp Investments, Inc., and First Tennessee Brokerage, Inc. Robert is a Series 7, Series 24, Series 51, and Series 63 licensed financial advisor. Robert is a Registered Representative of Raymond James Financial Services, Inc., member FINRA/SIPC. Robert specializes in working with individual investors, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, charitable organizations, banking or thrift institutions, and state or municipal government entities. Robert has experience in providing a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and hourly and fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (Murfreesboro TN)
TN
12/01/2017 - 01/25/2021
LPL FINANCIAL LLC (TULLAHOMA TN)
TN
02/11/2014 - 12/08/2017
U.S. BANCORP INVESTMENTS, INC. (COLLEGE GROVE TN)
TN
07/12/2001 - 02/13/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (TULLAHOMA TN)
LA
07/15/1994 - 07/13/2001
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
TN
05/13/1993 - 07/27/1994
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
MO
11/27/1992 - 04/30/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 12/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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