Brett
Norris
Ferguson Wellman Capital Management, Inc
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About this Advisor
Brett Norris is a financial advisor based in Portland, Oregon, working with Ferguson Wellman Capital Management, Inc. Brett has previously held positions at The Welch Group, LLC, The University Of Alabama National Alumni Association, Expeditions, Shannon Waltchack, The University Of Alabama, The Welch Group, Keen Wealth Advisors, and Ferguson Wellman Capital Management, Inc. Brett has passed the Series 65 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Brett is part of Ferguson Wellman Capital Management, Inc, which operates out of Portland, Oregon. The firm has 1 office and 60 employees. The firm manages assets totaling $8.4 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, and selection of other advisers. The fee structure at Ferguson Wellman Capital Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ferguson Wellman Capital Management, Inc Brokerage Details
$8,394,137,837
60
4,068
$2,063,456
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
Brett Norris Work History
Ferguson Wellman Capital Management, Inc
Keen Wealth Advisors
The Welch Group
The Welch Group, LLC
The Welch Group, LLC
The University Of Alabama National Alumni Association
Shannon Waltchack
The Welch Group, LLC
Expeditions
The University Of Alabama
Disclosures
Please visit the SEC profile of Brett Norris 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 Ferguson Wellman Capital Management, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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