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NS

Norman C. Scott

NATALLIANCE SECURITIES
Boerne, TX 78006
Some features on this profile are disabled
CRD#: 2821407
NS

Professional summary


Norman Chester Scott II is a registered financial professional currently at NATALLIANCE SECURITIES, LLC located in Boerne, Texas.

Norman is registered as a RR (Registered Representative) and started their career in finance in 1996. Norman has worked at 8 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Norman Chester Scott II's CRS (Customer Relationship Summary).
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

February 19, 2023 - Present

NATALLIANCE SECURITIES, LLC

Office #1: 124 E. Bandera Rd, Ste 202, Boerne, TX 78006
BD
CRD#: 39455
Boerne, TX
Past

July 22, 2022 - February 21, 2023

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
BOERNE, TX
Past

February 22, 2018 - July 22, 2022

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOERNE, TX
Past

November 8, 2013 - February 24, 2018

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOERNE, TX
Past

March 11, 2013 - November 14, 2013

FURTHER LANE SECURITIES, L.P.

BD
CRD#: 38162
BOERNE, TX
Past

October 14, 2004 - March 20, 2013

ADVISORS ASSET MANAGEMENT, INC.

RIA
CRD#: 46727
BOERNE, TX
Past

January 3, 2001 - March 20, 2013

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
BOERNE, TX
Past

January 21, 1999 - December 31, 2000

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
ST. LOUIS, MO
Past

December 20, 1996 - January 4, 1999

ECKARD INVESTMENT SERVICES, INC.

BD
CRD#: 2711
BOERNE, TX

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/19/2023)
RR
Florida
(2/19/2023)
RR
Michigan
(2/19/2023)
RR
Missouri
(2/19/2023)
RR
Nevada
(2/19/2023)
RR
Texas
(2/19/2023)
RR
Virginia
(2/19/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/30/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NS
NATALLIANCE SECURITIES, LLC
NATALLIANCE INVESTMENT BANKING | SINEX SECURITIES, LLC. | NATIONAL ALLIANCE SECURITIES, LLC | NATIONAL ALLIANCE SECURITIES CORPORATION | NATIONAL ALLIANCE CAPITAL, LLC | NATALLIANCE SECURITIES, LLC | NATALLIANCE SECURITIES

CRD#: 39455 / SEC#: , 8-48723

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
3101 Bee Cave Rd Suite 800, Austin, TX 78701
Mailing Address
3101 Bee Cave Rd Suite 270, Austin, TX 78746
Phone number
(512) 609-1700
Established
Delaware since 12/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
NATALLIANCE HOLDING COMPANY LLCOWNER
ADAMS, JASONBOARD MEMBER2690575
BRENNER, ANDREW SCOTTBOARD MEMBER1227535
BUSH, FRED COSTONCFO/COO3075024
CARREON, MICHELLE ELLISCCO4861485
GIORDANO, MICHAEL JAMESBOARD MEMBER5942248
HENDRICKSON, GEORGE ALEXANDER BROWNBOARD MEMBER2382347
LIEPMAN, JOHN FRANCISBOARD MEMBER2037298
LOERCH, SAMUEL JAMESBOARD MEMBER1195328
SALTER, MARK MYLESBOARD MEMBER/CEO/PRESIDENT1180139
TAYLOR, BRADFORD STEPHENBOARD MEMBER5751455

Disclosures


Regulatory Event8

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.

Company Information


NATALLIANCE SECURITIES, LLC

CRD#: 39455Boerne, TX 78006

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