Advisor at Smith, Brown & Groover, Inc.
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
Smith, Brown & Groover, Inc.
Location
Macon, GA 31210-5039
Credentials
Series 63, Series 65
Industry experience
26 years
Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 26 years of industry experience. He has been with the firm since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides consulting and board governance services for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and employs a combination of technical, fundamental, and cyclical analysis to tailor portfolios to client objectives.
Based on Smith, Brown & Groover, Inc.
1.0% of assets under management per annum, payable quarterly (.0025 per quarter)
Account minimum: $50,000
4001 Vineville Avenue
Macon, GA 31210-5039
California · Georgia · Louisiana · Maryland · Mississippi · Ohio · Texas · Virginia
Smith, Brown & Groover Inc
2010 - Present (16 years)
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Is 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.
Is not active or affiliated with:
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.
Series 65, Series 66
Macon, GA
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Series 65
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Series 63, Series 65
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CFS Wealth Management
Series 65
Macon, GA
J. L. Perkins Wealth Management, LLC
Series 65
Macon, GA
Beall Financial Planning, Inc.
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
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