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Amanda Lin Norris

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

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Location

710 S. 14th Street, New Castle, IN, 47362

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amanda is an independent insurance agent with Norris Insurance Agency and Ted Norris Agency (DBA). She may sell equity indexed annuities.

Employment History
Current Registrations
Harbour Investments, INC.
September 2023 - Present · 2 yrs 5 mos
Harbour Investments, INC.Broker
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda Lin Norris - Financial Advisor | TrueAdvisor