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Terry Lynn Norris

NORRIS FINANCIAL GROUP, LLC·GREENVILLE, South Carolina
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605 N. MAIN STREET, GREENVILLE, SC 29601CRD# 841386Firm CRD# 129422
01

About

Terry Lynn Norris is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with NORRIS FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORRIS FINANCIAL GROUP, LLC
NORRIS FINANCIAL GROUP, LLC
AUM
$196M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORRIS FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 841386
Firm CRD# 129422
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terry Lynn Norris offer?
Terry Lynn Norris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Terry Lynn Norris's credentials?
Terry Lynn Norris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Lynn Norris located?
Terry Lynn Norris is based in GREENVILLE, South Carolina, working with NORRIS FINANCIAL GROUP, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Terry Lynn Norris charge for services?
Terry Lynn Norris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORRIS FINANCIAL GROUP, LLC?
NORRIS FINANCIAL GROUP, LLC has approximately 6 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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