Lisa Graham

Employer firm

Dana R. Norman CRD 129377

$106M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2004 → Present
  Norman, Graham, & Digangi Pc
  Swansea, MA
• 07/2025 → Present
  Dana R. Norman
  Swansea, MA

Other Businesses

NORMAN, GRAHAM & DIGANGI PC CPA FIRM; SWANSEA, MA; SHAREHOLDER WITH ADMIN DUTIES, TAX AND FINANCIAL STATEMENT PREP/REVIEW, BOOKKEEPING AND SCHEDULING; 08/17/2004; 30 HRS/WK;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-14

Other Names

• Lisa Norman