Kevin
Norwood

New England Schooner, Inc

CRD#4461801
Investment Advisor
in Peabody, MA

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About this Advisor

Kevin Norwood is an advisor who is based in Peabody, Massachusetts. Currently a registered investment advisor at New England Schooner, Inc, they have accrued 19 years of professional experience in the financial advisory industry. Norwood holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Norwood is registered to operate based out of Maine and Massachusetts. During their career, the advisor has held roles at New England Schooner, Inc and Royal Alliance Associates, Inc. New England Schooner, Inc is based out of Peabody, Massachusetts. None of the firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3 Centennial Drive
Peabody, MA 01960

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New England Schooner, Inc Brokerage Details

Total Assets Under Management

$93,085,112

MA Average: $16,012,751,954
Total Number of Employees

5

MA Average: 118
Total Number of Accounts

661

MA Average: 4,567
Average Account Size

$140,825

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Kevin Norwood Work History

Kevin has 19 years of experience.

2013 - Present (6 years)

New England Schooner, Inc

2010 - Present (9 years)

New England Schooner, Inc

2007 - Present (12 years)

Royal Alliance Associates, Inc

1999 - 2010 (11 years)

New England Schooner, Inc

Disclosures

Kevin Norwood has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New England Schooner, Inc

Timothy Grogan
Peabody, MA
John Morgan
Peabody, MA
Kevin Norwood
Peabody, MA
Stephen Taylor
Peabody, MA

This content was compiled from the SEC and FINRA.

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