Amber
Norris
Fidelity Personal And Workplace Advisors
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About this Advisor
Amber Norris is a financial advisor who works out of Roanoke, Texas. Norris is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, Norris has worked at Fidelity Investments, Geico, Verizon Wireless, Sylvan Learning Center, Finishline Tax Solutions, Be A Champion, W.E.B Dubois Scholars Institute, Great Oaks Legacy Charter School, Americorps, Cook Children'S Physician Network, Ku Alumni Association, University Of Kansas, University Of Kansas Trio Services, General Dynamics Information Technology, University Of Kansas Writing Center, Boston Financial Data Services, Trinity In-Home Care and Relocation/Unemployed. Norris has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Fidelity Personal And Workplace Advisors is a financial advisory business based in Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in assets across its 1,712,247 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of services provided. However, fee types billed by Fidelity Personal And Workplace Advisors most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Amber Norris Work History
Amber has been registered as a financial advisor for 0 years.*
Fidelity Investments
Geico
Verizon Wireless
Sylvan Learning Center
Finishline Tax Solutions
Be A Champion
W.E.B Dubois Scholars Institute
Great Oaks Legacy Charter School
Americorps
Cook Children'S Physician Network
Ku Alumni Association
Relocation/Unemployed
University Of Kansas Trio Services
University Of Kansas
University Of Kansas
General Dynamics Information Technology
University Of Kansas Writing Center
Boston Financial Data Services
Trinity In-Home Care
*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 Amber Norris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
