Nora E. Wilson

PONTE VEDRA WEALTH, P.A.

PONTE VEDRA BEACH, FL 32082

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CRD#: 6094841

Professional summary

Nora Elizabeth Wilson, CFP®, who also goes by Nora Elizabeth Worrell, is a registered financial advisor currently at PONTE VEDRA WEALTH, P.A. located in Ponte Vedra Beach, Florida.

Nora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Nora has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nora Elizabeth Worrell

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) - RIA

Click below to view Nora Elizabeth Wilson'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

August 26, 2014 - Present

PONTE VEDRA WEALTH, P.A.

Office #1: 818 A1a N., Ste. 100, Ponte Vedra Beach, FL 32082

RIA

CRD#: 142080

PONTE VEDRA BEACH, 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
(8/26/2014)

IAR

Georgia
(11/3/2023)

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

IAR

Series 65

Date: 7/25/2014

Uniform Investment Adviser Law Examination

Current Firm

PONTE VEDRA WEALTH, P.A.

PONTE VEDRA WEALTH | RW WEALTH | RINGEISEN & WORRELL, P.A. | RINGEISEN & WORRELL | PONTE VEDRA WEALTH, P.A.

CRD#: 142080 / SEC#:

Florida

Registered Investment Advisory firm - (8/9/1999 Approved)

Georgia

Registered Investment Advisory firm - (11/1/2023 Approved)

Louisiana

Registered Investment Advisory firm - (2/28/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

818 A1a N., Ste. 100, Ponte Vedra Beach, FL 32082

Mailing Address

Phone number

(904) 280-0771

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	331
AUM (Assets Under Management)	$ 76,143,128

Red Flags

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

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Nora E. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nora Elizabeth Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PONTE VEDRA WEALTH, P.A.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2014

Current Firm

PONTE VEDRA WEALTH, P.A.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PONTE VEDRA WEALTH, P.A.

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