Alisha
Norris
Cx Institutional, LLC
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About this Advisor
Alisha Norris is a chartered financial analyst who works out of Auburn, Indiana, with 1 year of relevant experience. Norris currently works for Cx Institutional, LLC. Throughout their career, Norris has worked at Tower Bank & Trust Company, Lpl Financial, Dekko Investment Services and Cx Institutional. Norris has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Cx Institutional, LLC is an advisory firm based out of Auburn, IN. The investment advisory business has offices in seven locations and a total of 88 advisors. It administers $2 billion in assets across its 8,052 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 8,052 customer accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Cx Institutional, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the type of services. However, fee types billed by Cx Institutional, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,099,990,160
88
8,052
$260,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alisha Norris Work History
Alisha has been registered as a financial advisor for 1 years.*
Cx Institutional
Dekko Investment Services
Lpl Financial
Lpl Financial
Tower Bank & Trust Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alisha Norris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cx Institutional, LLC
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
River Falls, WI
Auburn, IN
Auburn, IN
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