Norman P. Mcevoy

INTEGRITY WEALTH MANAGEMENT

Sarasota, FL 34238-3056

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CRD#: 5678613

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Norm Mcevoy

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.

NAME: Per Vitam Insurance Services; INVESTMENT RELATED: Yes; ADDRESS: 4602 Gulf Drive Holmes Beach, FL 34217; NATURE: Insurance and Annuity Sales; POSITION/TITLE: Agent; START DATE: 12/01/2022; NUMBER OF HOURS/MONTH: 60; SECURITIES TRADING HOURS: 60; DUTIES: Insurance and Annuity Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Patrick Mcevoy'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 3, 2025 - Present

INTEGRITY WEALTH MANAGEMENT

Office #1: 6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056

RIA

CRD#: 137803

Sarasota, FL

Past

September 15, 2025 - November 4, 2025

SEQUENT PLANNING, LLC

RIA

CRD#: 160381

Holmes Beach, FL

Past

June 14, 2024 - September 23, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

HOLMES BEACH, FL

Past

June 14, 2024 - September 23, 2025

OSAIC WEALTH, INC.

CRD#: 23131

HOLMES BEACH, FL

Past

January 3, 2023 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

Holmes Beach, FL

Past

December 7, 2022 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

HOLMES BEACH, FL

Past

September 8, 2022 - September 28, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TAMPA, FL

Past

June 1, 2022 - September 28, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TAMPA, FL

Past

November 30, 2021 - May 10, 2022

CALTON & ASSOCIATES, INC.

CRD#: 20999

TAMPA, FL

Past

March 27, 2015 - June 22, 2016

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

FORT MYERS, FL

Past

February 27, 2015 - June 22, 2016

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

FORT MYERS, FL

Past

August 16, 2013 - December 13, 2013

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

SARASOTA, FL

Past

August 15, 2013 - December 13, 2013

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

SARASOTA, FL

Past

October 11, 2011 - December 20, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SARASOTA, FL

Past

September 7, 2011 - December 20, 2012

TD AMERITRADE, INC.

RIA

CRD#: 7870

SARASOTA, FL

Past

May 31, 2010 - December 20, 2012

TD AMERITRADE, INC.

CRD#: 7870

SARASOTA, FL

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

Florida
(11/3/2025)

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: 6/21/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/2/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/29/2021

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 5/28/2010

General Securities Representative Examination

Current Firm

INTEGRITY WEALTH MANAGEMENT

INTEGRITY WEALTH MANAGEMENT | INTEGRITY WEALTH MANAGEMENT, INC.

CRD#: 137803 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2006 Approved)

Texas

Registered Investment Advisory firm - (12/15/2012 Conditional Restricted)

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Contact information

Main Address

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056

Mailing Address

Phone number

(941) 955-2700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	202
AUM (Assets Under Management)	$ 66,328,845

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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Advisor Monitoring

Firm Stability Insights

Norman P. Mcevoy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Patrick Mcevoy's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUENT PLANNING, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CALTON & ASSOCIATES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/21/2022

Series 66

Date: 9/2/2011

Series 7TO

Date: 11/29/2021

Series 7

Date: 5/28/2010

Current Firm

INTEGRITY WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH MANAGEMENT

TRUST BUT VERIFY

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