CN
Carter C. Norvell
CN WEALTH
NASHVILLE, TN 37215
CRD#: 8034960
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CN
Carter Clarke Norvell Jr.CN WEALTH
Professional summary
Carter Clarke Norvell Jr. is a registered financial advisor currently at CN WEALTH LLC located in Nashville, Tennessee.
Carter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Carter has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Carter Clarke Norvell Jr.'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®
NoneExperience
Current
March 24, 2025 - Present
CN WEALTH LLC
Office #1: 711 Lynnbrook Road, Nashville, TN 37215RIA
CRD#: 334386
NASHVILLE, TN
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
Tennessee(3/24/2025)
Current Firm
CW
CN WEALTH LLC
CN WEALTH LLC | NORVELL ADVISORS LLC
CRD#: 334386 / SEC#:
Tennessee
Registered Investment Advisory firm - (3/24/2025 Approved)Loading...
Contact information
Main Address
711 Lynnbrook Road, Nashville, TN 37215
Mailing Address
Phone number
(256) 762-7998
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 3,147,782 |
Red Flags
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