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Paul J. Norr

CRD#: 5184681
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Paul Joseph Norr

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Joseph Norr, who also goes by Paul J Norr, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2009. Paul had worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul J Norr

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 27, 2013 - December 5, 2018

BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.

RIA
CRD#: 151205
WESTLAKE VILLAGE, CA
Past

November 13, 2012 - February 7, 2013

BRIDGE ADVISORY LLC

RIA
CRD#: 148282
THOUSAND OAKS, CA
Past

December 5, 2011 - December 11, 2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
PASADENA, CA
Past

October 12, 2010 - December 6, 2011

WORLD EQUITY GROUP, INC.

RIA
CRD#: 29087
WOODLAND HILLS, CA
Past

October 8, 2010 - December 6, 2011

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
WOODLAND HILLS, CA
Past

March 29, 2010 - October 12, 2011

WEALTH PLANNING AND MANAGEMENT

RIA
CRD#: 147087
WOODLAND HILLS, CA
Past

January 7, 2009 - August 25, 2010

OSAIC FS, INC.

BD
CRD#: 3870
WOODLAND HILLS, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/22/2009
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


BC
BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.
BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.

CRD#: 151205 / SEC#:

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Contact information


Main Address
41 University Drive Suite 400, Newtown, PA 18940
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.

CRD#: 151205

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