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Alec Norton

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

7301 Mission Road, Suite 326, Prairie Village, KS, 66208

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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

Alec works as a multi-line insurance agent, dedicating nearly full-time hours to insurance sales and service since February 2020. He also holds a real estate license but is not actively soliciting, and works as an Investment Advisor Representative for Fortis Capital Advisors, dedicating nearly full-time hours to offering investment advisory advice and management.

Employment History
Current Registrations
D.H. Hill Securities, Lllp
April 2023 - Present · 2 yrs 10 mos
D.H. Hill Securities, LllpBroker
April 2023 - Present · 2 yrs 10 mos
Fortis Capital Advisors, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
April 2021 - April 2021 · 0 mos
Hornor, Townsend & Kent, LLCBroker
September 2020 - April 2021 · 7 mos
State Registrations2 states
CTMA
AdvisorBroker
Exams
No exam information available for this advisor.