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Tana Norris

25 Years of Experience
Gadsden, AL
Broker

Tana Norris is a registered investment advisor at Wells Fargo Advisors, based in Gadsden, AL, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2010 Club Drive, Suite 300, Gadsden, AL, 35901

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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

Tana owns rental property in Panama City Beach, Florida, dedicating minimal time as a landlord. This activity is investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
January 2024 - Present · 2 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - January 2024 · 16 yrs
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2024 · 16 yrs
A. G. Edwards & Sons, INC.
February 2005 - January 2008 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
January 2001 - January 2008 · 7 yrs
State Registrations23 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.
Tana Norris - Financial Advisor | TrueAdvisor