UBS Financial Services
47yrs
Top 1% by experience in Atlanta
39yrs
Norman Plotkin is a fiduciary financial advisor in Atlanta, Georgia, with 39 years in the industry. Norman joined Park Avenue Securities in 2003, a firm offering financial planning, investment management, and selecting outside investment managers. Norman holds the ChFC designation.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience at Park Avenue Securities
Office900 Ashwood Parkway Suite 400, Atlanta, GA 30338
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowPark Avenue Securities LLCCurrent firm
Contact Norman
900 Ashwood Parkway Suite 400Atlanta, GA 30338Office · Get directions Firm main line(888) 600-4667Headquarters: Park Avenue Securities · New York, NY
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Questions to ask Norman
Tailored to Norman’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Norman
How do I contact Norman?
Call Park Avenue Securities at (888) 600-4667 and ask for Norman Plotkin. Norman works from the Atlanta, GA office.
How long has Norman been a financial advisor?
Norman has been in the industry since 1987, about 39 years. Top 4% by experience at Park Avenue Securities.
What licenses does Norman hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Norman a fiduciary?
Norman is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Norman paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Norman for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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