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William Patrick Jr Norton

DMK ADVISOR GROUP, INC.·LUTZ, Florida
DMK ADVISOR GROUP, INC.
17961 HUNTING BOW CIRCLE, LUTZ, FL 33558CRD# 5006208Firm CRD# 41067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Patrick Jr Norton · LUTZ, FL
Registration
CRD #5006208 · DMK ADVISOR GROUP, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

William Patrick Jr Norton is a registered financial advisor based in LUTZ, Florida, affiliated with DMK ADVISOR GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DMK ADVISOR GROUP, INC.
DMK ADVISOR GROUP, INC.
AUM
$81M
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at DMK ADVISOR GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5006208
Firm CRD# 41067
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Patrick Jr Norton offer?
William Patrick Jr Norton specializes in Financial Planning, Investment Management. Contact their office in LUTZ, Florida for a consultation.
What are William Patrick Jr Norton's credentials?
William Patrick Jr Norton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Patrick Jr Norton located?
William Patrick Jr Norton is based in LUTZ, Florida, working with DMK ADVISOR GROUP, INC.. Their office serves clients in the LUTZ metropolitan area and surrounding communities.
How does William Patrick Jr Norton charge for services?
William Patrick Jr Norton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DMK ADVISOR GROUP, INC.?
DMK ADVISOR GROUP, INC. has approximately 33 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DMK ADVISOR GROUP, INC.

Barry Julian Grosman
LUTZ, FL
Janak R Desai
LUTZ, FL
John David Ohman
LUTZ, FL
Sunil Dutt Misra
LUTZ, FL
Erin Elaine Baskett
LUTZ, FL
John Edgar Morrill
LAKEWOOD, CO

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