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Norma Sellors

30 Years of Experience
Richmond, VA
Broker

Norma Sellors is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Richmond, VA, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

1021 East Cary Street, Suite 1950, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Norma is a notary in the Commonwealth of Virginia since 2012, requiring minimal time. She is also a board member and fiduciary agent for the Lewistown Community Development Authority since 2023, dedicating minimal time annually.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
February 2017 - Present · 9 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2015 - Present · 10 yrs 11 mos
Previous Registrations
Sterne, Agee & Leach, INC.Broker
December 2011 - July 2015 · 3 yrs 7 mos
Anderson & Strudwick, IncorporatedBroker
November 1999 - December 2011 · 12 yrs 1 mo
Anderson & Strudwick, IncorporatedBroker
December 1993 - January 1998 · 4 yrs 1 mo
State Registrations31 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.