Gregory Norris
Gregory Norris is a CFP-designated registered investment advisor at Apex Investment Group, based in Georges Mills, NH, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 754 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apex Investment Group provides investment management services as part of its wealth management. The annual fee is up to 1.25% of your portfolio's value. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Apex Investment Group. Fees may be negotiable.
Location
128 Palazzi Pond Rd, Georges Mills, NH, 03751
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is a licensed insurance agent, selling insurance products and implementing insurance recommendations. This takes about 10% of his time.
Employment History
Current Registrations
Apex Investment Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Barrell Investment Group, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Westminster Financial Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.