James Turner Norris
Financial Advising
Why pick this one
James Turner Norris provides portfolio management and holistic planning for high-net-worth clients from an Asheville office and holds CFP®, Series 7, 63, and 65 credentials.
Best for
- high-net-worth individuals seeking asset growth and protection
- families needing holistic financial planning
- corporate executives with complex financial issues
- businesses seeking investment and insurance strategies
- clients seeking portfolio management based on time horizon and risk tolerance
Specialties
- holistic financial planning
- investment strategy design
- insurance strategy design
- portfolio management
- high-net-worth wealth management
Certifications
- CFP®
- Series 7
- Series 63
- Series 65
What makes them different
- Executive Director-Investments and Portfolio Manager
- Uses an in-depth discovery process addressing each client's situation, time horizon, and risk tolerance
- Focuses on growing and protecting assets for high-net-worth individuals, families, corporate executives, and businesses
- Backed by Oppenheimer's wealth management, capital markets, and investment banking resources
- Registered in North Carolina and multiple other states
- Response time
- Someone will be in contact promptly after an appointment request
- Serves
- Asheville
Distilled from this business's own website.
Contact & Location
- Address
- 10 Brook St Ste 290, Asheville, NC 28803
- Phone
- +18282517912
- Website
- http://www.oppenheimer.com/advisor/nc/asheville...
Services
- wealth management
- financial planning
- investment management
- portfolio management
- insurance planning