Marvin Norman
Marvin Norman is a registered investment advisor at Othniel Financial Advisory Services, LLC, based in Houston, TX, with 13 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
11200 Fuqua, Suite 100, Houston, TX, 77089
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marvin is a licensed insurance agent providing services through Otheniel Management INC and also provides business consulting services. He may offer clients advice or products from these activities, which could present a conflict of interest due to commissions.
Employment History
Current Registrations
Othniel Financial Advisory Services, LLC
Previous Registrations
Primerica Advisors
AXA Advisors, LLC
Edward Jones
State Registrations1 state
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.