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Marvin N
Series 66
Houston, TX
Othniel Financial Advisory Services, LLC
Marvin Norman is the sole advisor at Othniel Financial Advisory Services, LLC in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has worked with Othniel-related firms since 2013, including providing business consulting services and operating as a licensed insurance agent through Othniel Management, Inc. Othniel Financial Advisory Services provides portfolio management, financial planning, and pension consulting to a small client base that includes high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses individualized Investment Policy Statements and employs diverse analytical methods and investment strategies, including options and short sales, with accounts reviewed at least quarterly.
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