Christopher R. Norwood

NORWOOD ECONOMICS

Fishers, IN 46038

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CRD#: 2422919

Professional summary

Christopher Royce Norwood, who also goes by Chris Norwood, is a registered financial advisor currently at NORWOOD ECONOMICS, INC. located in Fishers, Indiana.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christopher has worked at 4 firms and has passed the Series 63, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Norwood

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Education Butler University, Professor of Economics Non-investment related business 4600 Sunset Ave. Indianapolis, IN 46208 Nature of business: Education Title: Adjunct Professor Start date: Fall 2016 Approx Hours/month worked: 20 2.5 hours/week devoted to teaching during securities trading hours Duties: teach Intro to Economics; one class per semester; a semester lasts 14 weeks 2. North Central High School Non-investment related business 1801 E 86th St. Indianapolis, IN 46240 Nature of business: Assistant Softball Coach Position: Assistant Softball Coach Start date: March 2024 Approx hours/month worked: 24 # hours worked during securities trading hours: 0 Duties: coach girls high school softball

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Royce Norwood's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 30, 2015 - Present

NORWOOD ECONOMICS, INC.

Office #1: 14074 Trade Center Dr. Ste 212, Fishers, IN 46038

RIA

CRD#: 282079

Fishers, IN

Past

November 30, 2009 - April 10, 2019

BIECHELE ROYCE ADVISORS, INC.

RIA

CRD#: 120742

FISHERS, IN

Past

January 24, 2007 - February 20, 2007

BIECHELE ROYCE ADVISORS, INC.

RIA

CRD#: 120742

FISHERS, IN

Past

April 16, 1997 - June 16, 2000

B&R INVESTMENT SERVICES, INC.

CRD#: 42676

INDIANAPOLIS, IN

Past

July 18, 1996 - May 8, 1997

CAPITAL SELECT INVESTMENTS CORP.

CRD#: 30649

SULLIVAN, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/12/2022)

IAR

Indiana
(11/30/2015)

IAR

Michigan
(5/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/17/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 8/27/1997

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/27/1996

General Securities Principal Examination

Current Firm

NORWOOD ECONOMICS, INC.

CRD#: 282079 / SEC#:

Georgia

Registered Investment Advisory firm - (8/12/2022 Approved)

Indiana

Registered Investment Advisory firm - (11/30/2015 Approved)

Michigan

Registered Investment Advisory firm - (4/29/2024 Approved)

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Contact information

Main Address

14074 Trade Center Dr. Suite 212, Fishers, IN 46038

Mailing Address

Phone number

(317) 559-2333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 74,518,333

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher R. Norwood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Royce Norwood's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORWOOD ECONOMICS, INC.

BIECHELE ROYCE ADVISORS, INC.

BIECHELE ROYCE ADVISORS, INC.

B&R INVESTMENT SERVICES, INC.

CAPITAL SELECT INVESTMENTS CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/27/1996

Series 7

Date: 7/17/1996

Series 4

Date: 8/27/1997

Series 24

Date: 12/27/1996

Current Firm

NORWOOD ECONOMICS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NORWOOD ECONOMICS, INC.

TRUST BUT VERIFY

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