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Daniel Norton

13 Years of Experience
Chattanooga, TN
Broker

Daniel Norton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 13 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

240 Forest Ave, Suite 202, Chattanooga, TN, 37405

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is involved in several outside business activities, including owning rental real estate, acting as a trustee for multiple trusts, and serving as Treasurer and Advisory Board member for the Hunter Museum of American Art. He also dedicates about half of his time to Pax Wealth Group, where he is a financial advisor and 50% owner.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2012 - Present · 13 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
LPL Financial LLC
June 2012 - July 2012 · 1 mo
LPL Financial LLCBroker
May 2012 - July 2012 · 2 mos
State Registrations12 states
ALAZCODCDEFLGANYSCTNTXVA
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.