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Amanda Lin Norris

Harbour Investments, Inc.

New Castle, IN

CRD 7576837

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Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-09-18
  • IN RA
    APPROVED
    Since 2023-09-18

Branch Locations

710 S. 14Th Street, New Castle, IN 47362 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Norris Insurance Agency New Castle IN 06/2022 Present
Harbour Investments, Inc Madison WI 08/2023 Present
Ted Norris Agency New Castle IN 08/2023 Present
Shelbyville Central Schools Shelbyville IN 08/2018 08/2023
Rushville Consolidated Schools Rushville IN 08/2013 07/2018
  • 06/2022 → Present
    Norris Insurance Agency
    New Castle, IN
  • 08/2023 → Present
    Madison, WI
  • 08/2023 → Present
    Ted Norris Agency
    New Castle, IN
  • 08/2018 → 08/2023
    Shelbyville Central Schools
    Shelbyville, IN
  • 08/2013 → 07/2018
    Rushville Consolidated Schools
    Rushville, IN
Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Ted Norris Agency - DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-05
  • S66 Uniform Combined State Law Examination
    2023-09-05

View on SEC IAPD

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