NL
NL

Norman Henry Levesque

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,140 clients
Average Client Portfolio
$948K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2500 Regency Parkway, Cary, NC, 27518

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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 ActivitiesSells Insurance

Norman is insurance licensed to sell life, health, and annuities as part of financial planning. He dedicates minimal time to this activity.

Employment History
Current Registrations
Wealthshield Partners, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Harborview Advisors
October 2014 - December 2021 · 7 yrs 2 mos
Cantella & CO., INC.
March 2012 - October 2014 · 2 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.