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Christian Alan Norman

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

270 Bradenton Avenue, Dublin, OH, 43017

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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

Christian is a licensed insurance agent through Golden Reserve, LLC, selling insurance products and fixed annuities. He dedicates full-time hours to this activity, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Golden Reserve Retirement, LLC
August 2023 - December 2024 · 1 yr 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.