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Geoffrey Robert Norman

STAFFORD CAPITAL PARTNERS INC.·AUSTIN, Texas
Clean recordSTAFFORD CAPITAL PARTNERS INC.
1717 WEST 6TH STREET, SUITE 234, AUSTIN, TX 78703CRD# 6334070Firm CRD# 171419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Robert Norman · AUSTIN, TX
Registration
CRD #6334070 · STAFFORD CAPITAL PARTNERS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Geoffrey Robert Norman is a registered financial advisor based in AUSTIN, Texas, affiliated with STAFFORD CAPITAL PARTNERS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STAFFORD CAPITAL PARTNERS INC.
STAFFORD CAPITAL PARTNERS INC.
AUM
$1.8B
Regulatory assets under management
Employees
15
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6334070
Firm CRD# 171419
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Geoffrey Robert Norman offer?
Geoffrey Robert Norman specializes in Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Geoffrey Robert Norman's credentials?
Geoffrey Robert Norman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Robert Norman located?
Geoffrey Robert Norman is based in AUSTIN, Texas, working with STAFFORD CAPITAL PARTNERS INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Geoffrey Robert Norman charge for services?
Geoffrey Robert Norman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAFFORD CAPITAL PARTNERS INC.?
STAFFORD CAPITAL PARTNERS INC. has approximately 15 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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