Commonwealth Financial Network
47yrs
Top advisor by experience in Washington
38yrs
Brian Norris has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Spokane, Washington. Brian has been with Mercer Global Advisors since 2021; before that, Brian spent two years at RBC Capital Markets and two years at Wells Fargo Advisors. Brian holds the CFP® designation.
One of 526 advisors with offices in Spokane, and one of 501 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 2% by experience at Mercer Global Advisors
Office201 West North River Drive Suite 380, Spokane, WA 99201
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
States licensed ?1 state
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMercer Global Advisors Inc.Current firm
- Jun 2019 – Mar 2021RBC Capital Markets, LLCPreviously
- 2014 – 2016Wells Fargo Clearing Services, LLCPreviously
- Apr 2014 – Nov 2014MSI Financial Services, Inc.Previously
- 2011 – 2014Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2011Wells Fargo Investments, LLCPreviously
Contact Brian
(888) 885-8101Firm headquarters in Denver, CO. Ask for Brian. 201 West North River Drive Suite 380Spokane, WA 99201Office · Get directions
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Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call Mercer Global Advisors at (888) 885-8101 and ask for Brian Norris. Brian works from the Spokane, WA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1988, about 38 years. Top 2% by experience at Mercer Global Advisors.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Brian 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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