Dana Norman (CRD# 2674346) is an Investment Advisor Representative working at Dana R. Norman in Swansea, MA and has over 28 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Norman, Graham & Digangi | Swansea, MA | Jan 2018 - Current | 6 |
| Norman, Dana Robert | Swansea, MA | Aug 1997 - Current | 26 |
| Dana R. Norman Cpa (sole Proprietor) | Swansea, MA | Oct 1985 - Jan 2018 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
- MA
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts422ACCOUNTS
-
Average Account Value$242,281
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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