Robert Claude Norman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Lpl
  Birmingham, AL

Previous Registrations

• 2012-08-21 → 2014-09-04
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. 08/28/2014-FI-PLAN PARTNERS, LLC/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/BIRMINGHAM,AL

Exams

• S66 Uniform Combined State Law Examination
  2012-08-20

Designations

• Certified Financial Planner

Other Names

• Bobby Norman
• Robert Norman