MN
MN

Maria Norin

17 Years of Experience
Alpharetta, GA
Broker

Maria Norin is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2400 Lakeview Parkway, Suite 200, Alpharetta, GA, 30009

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Firstrust
March 2017 - April 2018 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2013 - July 2016 · 3 yrs
Chase Investment Services CORP.Broker
March 2011 - August 2011 · 5 mos
Wells Fargo Advisors, LLCBroker
December 2008 - March 2011 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
June 2000 - December 2008 · 8 yrs 6 mos
State Registrations5 states
DCDEFLGAMD
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.
Maria Norin - Financial Advisor | TrueAdvisor