Home Carrollton Norton Financial Celebrates 16 Years, is Recognized by LPL Financial as a...

Norton Financial Celebrates 16 Years, is Recognized by LPL Financial as a Top Financial Advisory Group

(L-R): J. Backus, Kim Moore, Jason Norton, Maggie Borden, Shanta Russo

Jason Norton, an independent LPL Financial advisor at Norton Financial in Carrollton, today was recognized as a top LPL Financial advisor and named to LPL’s Chairman’s Club. This premier award is presented to less than 5% of the firm’s approximately 16,000 advisors nationwide.

“On behalf of LPL, I applaud Jason for earning this distinction and thank him for the contributions he has made to his clients, LPL and the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Jason’s success is reflective of the value he has created with his clients by delivering independent financial advice and a robust service offering to help them work toward their financial goals.  We are proud to support Jason and wish him continued success.”  

Norton, who resides in Carrollton, is celebrating his sixteenth year as a professional in the financial services industry.  He joined LPL Financial in 2011 after spending his first 7 years with a regional broker-dealer.  Norton earned a bachelor’s degree in economics from the University of West Georgia in 2004 after graduating from Young Harris College in 2002.  His firm provides access to independent financial planning services, investment advice and asset management services to clients across the United States.

With over $179 million in assets*, Norton Financial has grown to a team of five talented individuals.  “This award would not have been possible without my outstanding team,” said Norton.  “I’d like to recognize Maggie Borden, J Backus, Kim Moore and Shanta Russo for their hard work and dedication to our clients and our mission.  J alone brought in over $5 million in new assets in 2019 and I could not be prouder of him.” For more information, call 678-941-3493 or visit www.nortonfinancialinc.com.

*as of 1-16-20.  Assets consist of $146 million in advisory assets and $33 million in brokerage assets.  Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Norton Financial, Inc., a registered investment advisor and a separate entity from LPL Financial.  LPL MRR # 1-934757

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Trevor has a passion for helping others and is always excited to share positive news. He works full-time as the Operations Director for The City Menus. When he is not working, he enjoys studying the weather, shopping, and exploring cities.