Anna
Norman
Morling Financial Advisors, LLC
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About this Advisor
Anna Norman is a financial advisor working in Fremont, California, who has 6 years of industry experience. Norman is currently employed by Morling Financial Advisors, LLC. Their career trajectory has included roles at Fidelity Investments, Fidelity Brokerage Services LLC and Morling Financial Advisors, LLC. Norman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Tennessee. Morling Financial Advisors, LLC is a financial advisory firm that has its headquarters in Fremont, CA. The company has a total of 16 financial advisors. It handles $486 million in assets under management between its 1,061 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 1,061 accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Morling Financial Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morling Financial Advisors, LLC Brokerage Details
$485,623,893
16
1,061
$457,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Anna Norman Work History
Anna has been registered as a financial advisor for 6 years.*
Morling Financial Advisors, LLC
Fidelity Brokerage Services LLC
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anna Norman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morling Financial Advisors, LLC
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
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