Alisha NorrisCRD Number: 5367656
Current Firm: Lpl Financial LLC
Alisha Norris (CRD# 5367656) is an Investment Advisor Representative working at Lpl Financial LLC in Kendallville, IN and has over 7 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Lpl Financial||Kendallville, IN||Oct 2013 - Current||3|
|Dekko Investment Services||Kendallville, IN||Sep 2013 - Oct 2013||< 1|
|Tower Bank & Trust Company||Fort Wayne, IN||Aug 2011 - Sep 2013||2|
|Lpl Financial||Fort Wayne, IN||Nov 2012 - Aug 2013||< 1|
|Primevest Financial||St Cloud, MN||Aug 2011 - Nov 2012||1|
|Ball State University||Muncie, IN||Aug 2010 - Jul 2011||< 1|
|Ball State University||Muncie, IN||Aug 2006 - Jul 2011||4|
|Lincoln Financial Group||Fort Wayne, IN||Jun 2010 - Aug 2010||< 1|
|Thrivent Financial For Lutherans||Van Wert, OH||Jun 2009 - Nov 2009||< 1|
|Thrivent Financial For Lutherans||Van Wert, OH||Jun 2008 - Aug 2008||< 1|
|Thrivent Financial For Lutherans||Van Wert, OH||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV