Gregory
Norman

Cuna Brokerage Services, Inc

CRD#3072535
Investment Advisor
in Arcadia, CA
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About this Advisor

Gregory Norman is a financial advisor operating in Arcadia, California, with a total of 13 years of professional experience. Norman is an employee of Cuna Brokerage Services, Inc. The advisor has gained experience at Cetera Advisor Networks LLC, Financial Network Investment Corporation, Cuna Brokerage Services, Inc and Cuna Mutual Group. Norman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Cuna Brokerage Services, Inc is an advisory business headquartered in Arcadia, California. The firm has offices in 214 locations and a total of 673 employees. It oversees $2 billion in total assets among its 8,211 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises three charitable organizations. The firm performs a set of services, including financial planning services, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually are based on which service is offered. Fee types billed by Cuna Brokerage Services, Inc likely are comprised of some blend of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

No

Office Location

30 S. 1St Avenue
Arcadia, CA 91006

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,246,403,741

CA Average: $9,259,360,772
Total Number of Employees

734

CA Average: 166
Total Number of Accounts

7,426

CA Average: 7,189
Average Account Size

$302,505

CA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Gregory Norman Work History

Gregory has 13 years of experience.

2016 - Present (3 years)

Cuna Brokerage Services, Inc

2016 - Present (3 years)

Cuna Mutual Group

2013 - 2016 (3 years)

Cetera Advisor Networks LLC

2005 - 2012 (7 years)

Financial Network Investment Corporation

Disclosures

Gregory Norman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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