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Annie Norris

Advisor at Raymond James Financial

Updated today

Location

Benton, AR 72019

Credentials

Series 63, Series 65

Industry experience

38 years

About

Annie Norris is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 32 years before joining Raymond James in 2018. Outside of her advisory role, she is the owner of Red Dog Investment Group, a support company based in Little Rock, AR. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

720 W South Street

Benton, AR 72019

Most active in

Arkansas · Texas

Work history

Raymond James Financial Services Advisors, inc.

2018 - Present (8 years)

Raymond James Financial Services, inc.

2018 - Present (8 years)

MERRILL LYNCH

1986 - 2018 (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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