Randall Owen Norris
Advisor at Smith, Brown & Groover, Inc. — Macon, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Macon, GA 31210-5039
Smith, Brown & Groover, Inc.
Supported
Total advisors
3Clients per advisor
159 Very HighAvg AUM per client
$590,224 LowHNW client ratio
17% LowRandall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2010. Outside of his advisory role, he provides consulting services in board governance, profitability, and tax planning through Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolio construction and continuous account supervision, combining charting, fundamental, and technical analysis while generally holding individual equities for the long term.
Based on Smith, Brown & Groover, Inc.
1.0% of assets under management per annum, payable quarterly (.0025 per quarter)
Account minimum: $50,000
Macon, GA
4001 Vineville Avenue
Macon GA 31210-5039
Advisors at this office
3
Alabama · California · Georgia · Louisiana · Maryland · Mississippi · Ohio · Texas · Virginia
27 years of industry experience
Smith, Brown & Groover Inc
2010 - Present • 16 years
Macon, GA
Valic Financial Advisors
2004 - 2006 • 2 years
Macon, GA
MetLife Investment Fund Services LLC
2003 - 2004 • 1 year
Alpharetta, GA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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