Norbert Rudek is a registered investment advisor at None, based in Panama City, FL, with 27 years of industry experience. Norbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 12 clients with $3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$3.0M
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Location
747 Jenks Ave, Suite A, Panama City, FL, 32401
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
None
April 2003 - Present · 23 yrs
Previous Registrations
Cfps, INC.
February 2003 - March 2014 · 11 yrs 1 mo
A. G. Edwards & Sons, INC.
August 1998 - October 2002 · 4 yrs 2 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.