Unclaimed
Virgil Guy Norris is a financial advisor registered with Vanguard Advisers, Inc. in Arizona and Texas. Virgil has been in the financial services industry for over 16 years, and has previously been employed by Wells Fargo Clearing Services, LLC and AXA Advisors, LLC. Virgil holds the Series 66, Series 7, and SIE licenses. Virgil provides portfolio management services to individuals, businesses, pooled investment vehicles, and charitable organizations. In addition to his financial advisor role, Virgil is also a licensed insurance agent and operates an online business.
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.
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.
1
2
TX
12/23/2021 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
06/27/2012 - 11/24/2021
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
04/07/2006 - 11/11/2010
AXA ADVISORS, LLC (ALLEN TX)
BOTH
Issued 03/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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