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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Travis Norris is an investment advisor representative with CIBC Private Wealth Advisors, Inc. William is registered in Illinois and Massachusetts. William has been in the industry since December 2010. William is currently registered with CIBC Private Wealth Advisors, Inc. William has passed the Series 65 examination. William specializes in working with high-net-worth individuals, corporations, and other businesses. William's focus is on providing financial planning, portfolio management and other investment advisory services.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
09/16/2024 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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