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Amanda Lin Norris

Harbour Investments, Inc.

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About Amanda Lin Norris

Amanda Norris is a registered investment advisor representative with Harbour Investments, Inc. based in New Castle, IN. Amanda is registered with the state of Indiana and has over 2 years of experience in the financial services industry. Amanda specializes in providing financial planning, portfolio management, and selection of other advisors. Amanda also holds a Series 66 license, a Series 7TO license and the SIE exam. In addition to working for Harbour Investments, Amanda is an independent insurance agent and operates Ted Norris Agency.

Firm Information

Amanda Norris is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amanda Norris’s Registration & Firm History

IN

09/18/2023 - Present

Harbour Investments, Inc. (NEW CASTLE IN)

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Licenses & Designations

BOTH

Issued 09/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Lin Norris.
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