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Natalie Norman

27 Years of Experience
Ann Arbor, MI
Broker

Natalie Norman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ann Arbor, MI, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

24 Frank Lloyd Wright Dr, Lobby L, Domino's Farms Office Park, Ste. 4000, Ann Arbor, MI, 48105

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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

Natalie is a branch manager and owner of Natalie V Craig & Company Wealth Advisors LLC since 2020. This takes about a quarter to half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.
September 2007 - Present · 18 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2007 - Present · 18 yrs 8 mos
Previous Registrations
H&r Block Financial Advisors, INC.Broker
July 2006 - September 2007 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
September 2001 - July 2006 · 4 yrs 10 mos
Prudential Securities IncorporatedBroker
February 2001 - September 2001 · 7 mos
Pruco Securities CorporationBroker
March 1999 - February 2001 · 1 yr 11 mos
State Registrations20 states
AZCACOCTDCFLGAHIILINMIMNMONCNJNVNYOHTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Natalie Norman - Financial Advisor | TrueAdvisor