Drew Bradley Norman
Investment adviser representative at Ieq Capital, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ieq Capital, LLCFeb 2025 to now
- Epiq Capital Group, LLCJul 2022 to Feb 2025
- UBS Financial Services Inc.Feb 2020 to Jul 2022
- Frost Investment ServicesAug 2019 to Feb 2020
- Frost Brokerage ServicesMay 2019 to Feb 2020
- Bbva CompassMay 2017 to May 2019
- University of MississippiAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7119591
- Firm CRD
- 301819