Home Carrollton Norton Financial Celebrates 20 Years, Is Honored As One of LPL Financial’s...

Norton Financial Celebrates 20 Years, Is Honored As One of LPL Financial’s Top Financial Advisory Groups

(Last Updated On: January 23, 2024)
Photography by Morgan Waldrop

Norton Financial, an independent financial advisory firm in Carrollton, today announced Jason Norton’s inclusion in LPL’s Chairman’s Club. This elite award is presented to less than 4% of the firm’s more than 22,000 financial advisors nationwide.

“This is an impressive achievement that Jason Norton has earned as a top performer and showcases his dedication to his clients,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “It is an honor to support Norton Financial with robust technology, integrated products and differentiated services so the firm can run a thriving practice. We wish Jason and his entire team continued success as they create meaningful impact in the lives of their clients.”

“This would not be possible without our amazing team of professionals,” said founder and CEO Jason Norton. “The last couple of years have definitely provided us with plenty of challenges and our team met each one head-on.”

Norton is celebrating his twentieth 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.  Norton Financial provides access to independent financial planning services, investment advice and asset management services to clients across the United States.

With over $244 million in client assets* Norton Financial has grown to a team of five talented individuals. The firm provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, ETFs and more. Norton Financial is affiliated with LPL Financial, the nation’s largest independent broker-dealer and a leader in the retail financial advice market. For more information, call 678-941-3493 or visit www.nortonfinancialinc.com.

*as of 1-22-24. Securities offered through LPL Financial, Member FINRA/SIPC. Norton Financial is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. LPL MRR# 529481-1