Advisor at Rigby Watts Investment Advisors
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Firm
Rigby Watts Investment Advisors
Location
Salt Lake City, UT 84106
Credentials
Series 65
Industry experience
2 years
James Norman is a financial advisor at Rigby Watts Investment Advisors with two years of industry experience. He holds a Series 65 credential and has a background in the automotive industry, including roles at Ken Garff Automotive and as co-owner and co-manager of Legacy Auto Sales. Rigby Watts Investment Advisors provides discretionary portfolio management and financial planning services to individuals, families, charitable organizations, and corporations. The firm employs a multi-disciplinary investment approach and offers both long- and short-term trading strategies, focusing on a limited set of asset types and emphasizing client-specific Investment Policy Statements.
Based on Rigby Watts Investment Advisors
$0 - $99,999,999+: Up to 1.50%
$250 per hour
3179 S. Highland Drive Suite 201
Salt Lake City, UT 84106
Utah
Legacy Auto Sales
2017 - Present (9 years)
Ken Garff Automotive
2012 - 2017 (5 years)
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Is active or affiliated with:
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Lawyer
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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