Norman Patrick Mcevoy
Professional Summary
Norman Patrick Mcevoy, who also goes by Norm Mcevoy, is a registered financial advisor currently at INTEGRITY WEALTH MANAGEMENT located in Sarasota, Florida. Norman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Norman has worked at 11 firms and has passed the Series 63, Series 66, Series 7TO and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Norm Mcevoy
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
INTEGRITY WEALTH MANAGEMENT | INTEGRITY WEALTH MANAGEMENT, INC.
Contact Information
Main Address
6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056Phone Number
(941) 955-2700# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
231AUM (Assets Under Management)
$77,203,000Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Norman Patrick Mcevoy's CRS (Customer Relationship Summary).
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