Robert James Norris

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO OTHER ADVISERS

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

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

Current Employers

Employment History

• 02/2009 → Present
  Norris Financial Services, Llc
  Pryor, OK
• 05/2013 → Present
  Royal Fund Management, Llc
  Pryor, OK

Previous Registrations

• 2012-05-31 → 2013-09-16
  American Elite Retirement
  Pryor, OK

Other Businesses

NORRIS FINANCIAL SERVICES, LLC 02/2009 SELL INSURANCE PRODUCTS, 40/HRS/WK; OWNER/INSURANCE AGENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-19
• S63 Uniform Securities Agent State Law Examination
  1998-10-03

Other Names

• Bob Norris