Norris Davis (CRD# 3253337) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Littleton, CO and has over 23 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Littleton, CO | Oct 2020 - Current | 3 |
| Verus Capital Partners, LLC | Littleton, CO | Jan 2017 - Current | 7 |
| Arch Diocese Of Denver | Littleton, CO | Aug 2015 - Current | 8 |
| Davis Cashflow Consultant | Denver, CO | Mar 2003 - Current | 21 |
| Securities America, Inc. | Littleton, CO | Jan 2017 - Oct 2020 | 3 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jun 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- CO
- TX
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Total Assets Under Management1,564MILLIONS
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Total Number of Accounts6,591ACCOUNTS
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Average Account Value$237,365
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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