Unclaimed Profile

William Patrick Jr Norton

DMK ADVISOR GROUP, INC.·LUTZ, Florida

SIE, Series 6, Series 63, Series 65Clean record8 years registeredDMK 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. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC.

Jan 2022 – Jan 2024

Winter Springs, FL

COMPASS FINANCIAL MANAGEMENT LLC

Sep 2021 – Jan 2024

Winter Springs, FL

DMK ADVISOR GROUP, INC.

Aug 2019 – Dec 2021

Winter Springs, FL

ROYAL ALLIANCE ASSOCIATES, INC.

Jun 2018 – Apr 2019

WINTER SPRINGS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · June 14, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

DMK ADVISOR GROUP, INC.

CRD 41067 · SEC 801-121389

AUM

$81M

Regulatory assets under management

Employees

462 client accounts

Services offered by DMK ADVISOR GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DMK ADVISOR GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does William Patrick Jr Norton offer?

William Patrick Jr Norton specializes in Financial Planning, Investment Management.

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, last registered with DMK ADVISOR GROUP, INC..

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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