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Gregory S Norris

BARRELL INVESTMENT GROUP, INC.·QUECHEE, Vermont
SIE, Series 6, Series 7, Series 63, Series 66, Series 99TOCFPClean record22 years registeredBARRELL INVESTMENT GROUP, INC.
2015 MAIN ST, QUECHEE, VT 05059-0545CRD# 1668830Firm CRD# 290143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory S Norris · QUECHEE, VT
Registration
CRD #1668830 · BARRELL INVESTMENT GROUP, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

APEX INVESTMENT GROUP
May 2025 – present
BARRELL INVESTMENT GROUP, INC.
Apr 2018 – Aug 2025
GEORGES MILLS, NH
AMERIPRISE FINANCIAL SERVICES, INC.
Nov 2011 – Apr 2018
QUECHEE, VT
WESTMINSTER FINANCIAL ADVISORY CORP
Apr 2006 – Nov 2011
BEAVERCREEK, OH
JEFFERSON PILOT SECURITIES CORP
Nov 2005 – Mar 2006
QUECHEE, VT
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Oct 2003 – Jul 2004
CONCORD, NH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Series 99TO
Registration record
First registered · October 1, 2003
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARRELL INVESTMENT GROUP, INC.
CRD 290143 · SEC 801-112327
AUM
$75M
Regulatory assets under management
Employees
2
500 client accounts
Services offered by BARRELL INVESTMENT 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 BARRELL INVESTMENT GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Gregory S Norris offer?
Gregory S Norris specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in QUECHEE, Vermont for a consultation.
What are Gregory S Norris's credentials?
Gregory S Norris holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gregory S Norris located?
Gregory S Norris is based in QUECHEE, Vermont, working with BARRELL INVESTMENT GROUP, INC.. Their office serves clients in the QUECHEE metropolitan area and surrounding communities.
How does Gregory S Norris charge for services?
Gregory S Norris's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARRELL INVESTMENT GROUP, INC.?
BARRELL INVESTMENT GROUP, INC. has approximately 2 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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