KN
CFP
KN
CFP

Kevin Norman

18 Years of Experience
Chillicothe, OH
Broker

Kevin Norman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chillicothe, OH, with 18 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

8 Medical Dr Ste A, Chillicothe, OH, 45601

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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

Kevin is involved in several business activities. He owns Norman Property Management LLC, dedicates about half his time to operating Norman Wealth Management LLC DBA Compass Investment Group, and is a partner in The Courtyards at Deer Run LLC, spending a few hours per week on budgeting and forecasting.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
October 2015 - March 2023 · 7 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2015 - March 2023 · 7 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2015 · 7 yrs 9 mos
Wells Fargo Advisors, LLC
January 2008 - October 2015 · 7 yrs 9 mos
A. G. Edwards & Sons, INC.
November 2007 - January 2008 · 2 mos
A. G. Edwards & Sons, INC.Broker
November 2007 - January 2008 · 2 mos
W&s Brokerage Services, INC.Broker
March 2007 - September 2007 · 6 mos
State Registrations21 states
AZCACOCTDEFLGAILINKYMAMNNCNJNYOHPATXVAVTWV
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.