AdvisorOS Directory
Claim Profile
Unclaimed Profile
NS

Norman Douglas Shirley

COMMONWEALTH FINANCIAL PLANNERS INC·ROSWELL, Georgia
Clean recordCOMMONWEALTH FINANCIAL PLANNERS INC
1033 CANTON STREET, ROSWELL, GA 30075CRD# 734155Firm CRD# 106831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Norman Douglas Shirley · ROSWELL, GA
Registration
CRD #734155 · COMMONWEALTH FINANCIAL PLANNERS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Norman Douglas Shirley is a registered financial advisor based in ROSWELL, Georgia, affiliated with COMMONWEALTH FINANCIAL PLANNERS 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

Speak with Norman

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Norman is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
COMMONWEALTH FINANCIAL PLANNERS INC
COMMONWEALTH FINANCIAL PLANNERS INC
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COMMONWEALTH FINANCIAL PLANNERS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 734155
Firm CRD# 106831
View on FINRA BrokerCheck →

Looking for a financial advisor in ROSWELL?

Browse all registered financial advisors in ROSWELL, Georgia or claim this profile if it's yours.

Browse ROSWELL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Norman Douglas Shirley offer?
Norman Douglas Shirley specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Norman Douglas Shirley's credentials?
Norman Douglas Shirley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Norman Douglas Shirley located?
Norman Douglas Shirley is based in ROSWELL, Georgia, working with COMMONWEALTH FINANCIAL PLANNERS INC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Norman Douglas Shirley charge for services?
Norman Douglas Shirley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH FINANCIAL PLANNERS INC?
COMMONWEALTH FINANCIAL PLANNERS INC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COMMONWEALTH FINANCIAL PLANNERS INC

Renee W Shirley
ROSWELL, GA
Michael Patrick Agurkis
ROSWELL, GA

More Advisors in ROSWELL, Georgia

George Wyly Morris
PPA ADVISORY SERVICES, INC.·ROSWELL, GA
Lisa Arrington
HOWARD CAPITAL MANAGEMENT, INC.·ROSWELL, GA
James David Wise
RONALD BLUE & CO LLC·ROSWELL, GA
James Perry Johnson
BME INVESTMENT PARTNERS, LLC·ROSWELL, GA
James Timothy Hickey
GROWTH LENDING LLC·ROSWELL, GA
Jumana Poonawala
VIDENT INVESTMENT ADVISORY, LLC·ROSWELL, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)DULUTH (41)SAVANNAH (41)COLUMBUS (26)AUGUSTA (26)ATHENS (25)THOMASVILLE (22)WATKINSVILLE (22)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile