A complete list of active advisors currently associated with Pearson, Frederick, Norman Jr.

Warmer can help you find a great advisor at Pearson, Frederick, Norman Jr. or one who fits your needs even better.

The firm provides discretionary portfolio management for individual investors, primarily managing IRA accounts through trading and investing in dividend-paying stocks and exchange-traded funds. Accounts are managed on a discretionary basis and the brochure reports approximately $75,700 in assets under management as of April 2, 2013, with a stated account minimum of $5,000. The investment approach emphasizes an income strategy focused on companies with strong cash flow and a history of stable dividends, supplemented by a smaller allocation to growth equities and ETFs. The growth allocation involves more frequent trading under a strict money-management framework, and the firm uses Interactive Brokers for trade execution and custodial services. Noteworthy operational features include a sole-owner who operated a separate, non‑advisory business that was recently closed to the public and a personal trading practice in which the owner executes personal trades only after client orders have been filled. The firm does not assert proxy voting authority (clients receive proxies directly from the broker) and provides quarterly account reports plus a more detailed year‑end performance comparison to the S&P 500.

To learn more about the advisors currently working at Pearson, Frederick, Norman Jr., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.