Norris
Davis

Verus Capital Partners, LLC

CRD#3253337
Investment Advisor
in Littleton, CO

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About this Advisor

Norris Davis is a financial advisor based in Littleton, Colorado, working with Verus Capital Partners, LLC. Norris has previously held positions at Davis Cashflow Consultant, Lpl Financial LLC, Arch Diocese Of Denver, Sterne Agee Investment Advisor Services, Inc, Securities America, Inc, and Verus Capital Partners, LLC. Norris has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Norris is part of Verus Capital Partners, LLC, which operates out of Littleton, Colorado. The firm has 25 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Verus Capital Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5808 S Rapp St Ste 230
Littleton, CO 80120

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Verus Capital Partners, LLC Brokerage Details

Total Assets Under Management

$1,564,473,891

CO Average: $1,555,372,352
Total Number of Employees

49

CO Average: 37
Total Number of Accounts

6,591

CO Average: 1,370
Average Account Size

$237,365

CO Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Norris Davis Work History

2020 - Present (4 years)

Lpl Financial LLC

2017 - Present (7 years)

Verus Capital Partners, LLC

2015 - Present (9 years)

Arch Diocese Of Denver

2003 - Present (21 years)

Davis Cashflow Consultant

2017 - 2020 (3 years)

Securities America, Inc

2016 - 2017 (1 year)

Sterne Agee Investment Advisor Services, Inc

Disclosures

Please visit the SEC profile of Norris Davis 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 Verus Capital Partners, LLC

Mark Tang
Mesa, AZ
Yueh-Hwa Lee
Pasadena, CA
Hilary Jones Rojo
Show Low, AZ
Levi Chuculate
Poteau, OK
Connor Flach
Glenelg, MD
Marty Block
Mesa, AZ
Kevin Phillips
Phoenix, AZ
Robyn Kreuer
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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