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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-07 |
Branch Locations
11200 Fuqua, Suite 100, Houston, TX 77089 • United States
Houston, TX • United States
16903 Red Oak Dr Suite 110, Houston, TX 77098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Othniel Management, Inc. | Houston | TX | 07/2013 | Present |
| Othniel Financial Advisory Services, Llc | Houston | TX | 10/2016 | Present |
| Othniel Financial Advisory Services Llc | Houston | TX | 05/2021 | Present |
Marvin Gabriel Norman Sr. is a licensed insurance agent and provides services via Otheniel Management INC, a licensed insurance agency. Mr. Norman also provide business consulting services. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Othniel Financial Advisory Services, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Othniel Financial Advisory Services, LLC in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-11 |
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