Unclaimed Profile

Norah Magdalena Morrison

NPB FINANCIAL GROUP, LLC·BURBANK, California

SIE, Series 7, Series 24, Series 63Clean record29 years registeredNPB FINANCIAL GROUP, LLC

3500 W. OLIVE AVENUE, BURBANK, CA 91505CRD# 1429165Firm CRD# 137743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Norah Magdalena Morrison · BURBANK, CA

Registration

CRD #1429165 · NPB FINANCIAL GROUP, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NPB FINANCIAL GROUP, LLC

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2016 – Dec 2016

IRVINE, CA

NPB FINANCIAL GROUP, LLC

Jun 2007 – Aug 2016

FOUNTAIN VALLEY, CA

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Jul 1997 – Jun 2007

FOUNTAIN VALLEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NPB FINANCIAL GROUP, LLC

CRD 137743 · SEC 801-65903

AUM

$249M

Regulatory assets under management

Employees

1,698 client accounts

Services offered by NPB FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NPB FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Norah Magdalena Morrison offer?

Norah Magdalena Morrison specializes in Financial Planning, Investment Management.

What are Norah Magdalena Morrison's credentials?

Norah Magdalena Morrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Norah Magdalena Morrison located?

Norah Magdalena Morrison is based in BURBANK, California, last registered with NPB FINANCIAL GROUP, LLC.

How does Norah Magdalena Morrison charge for services?

Norah Magdalena Morrison's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NPB FINANCIAL GROUP, LLC?

NPB FINANCIAL GROUP, LLC has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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