Advisor at Othniel Financial Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Othniel Financial Advisory Services, LLC
Location
Houston, TX
Credentials
Series 66
Industry experience
13 years
Marvin Norman is a financial advisor with Othniel Financial Advisory Services, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with firms under the Othniel name since 2013 and is also a licensed insurance agent who provides business consulting services. Othniel Financial Advisory Services, LLC offers portfolio management, pension consulting, third-party adviser selection, and financial planning to institutional and private clients. The firm uses customized Investment Policy Statements and a variety of analytical methods to tailor portfolios across a broad range of investment instruments and may refer client assets to third-party managers.
Based on Othniel Financial Advisory Services, LLC
Based on Othniel Financial Advisory Services, LLC
All Assets+: 1.50% annually
$250 per hour for financial planning services
Houston, TX
Texas
Othniel Financial Advisory Services Llc
2021 - Present (5 years)
Othniel Financial Advisory Services, LLC
2016 - Present (10 years)
Othniel Management, Inc.
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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