Amanda Norris, financial advisor New Castle IN

Amanda Norris

CRD Number: 7576837
Current Firm: Harbour Investments, Inc.

Amanda Norris (CRD# 7576837) is an Investment Advisor Representative working at Harbour Investments, Inc. in New Castle, IN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Aug 2023 - Current < 1
Ted Norris Agency New Castle, IN Aug 2023 - Current < 1
Norris Insurance Agency New Castle, IN Jun 2022 - Current 1
Shelbyville Central Schools Shelbyville, IN Aug 2018 - Aug 2023 5
Rushville Consolidated Schools Rushville, IN Aug 2013 - Jul 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2023
Contact Info for Amanda L. Norris
Phone Number: 608-662-6100
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    6,102
    MILLIONS
  • Total Number of Accounts
    33,564
    ACCOUNTS
  • Average Account Value
    $181,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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