Tamara
Buchanan

Northern Trust Securities, Inc

CRD#7076655
Investment Advisor
in Tucson, AZ

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About this Advisor

Tamara Buchanan is a financial advisor based in Tucson, Arizona, working with Northern Trust Securities, Inc. Tamara has previously held positions at Vail School District, Northern Trust Bank, and Northern Trust Securities, Inc. Tamara has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Tamara is part of Northern Trust Securities, Inc, which operates out of Tucson, Arizona. The firm has 20 offices and 75 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Northern Trust Securities, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3450 E. Sunrise Drive Suite 100
Tucson, AZ 85718

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Northern Trust Securities, Inc Brokerage Details

Total Assets Under Management

$1,026,259,255

AZ Average: $6,674,516,078
Total Number of Employees

75

AZ Average: 44
Total Number of Accounts

2,110

AZ Average: 2,564
Average Account Size

$486,379

AZ Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Tamara Buchanan Work History

2019 - Present (5 years)

Northern Trust Bank

2019 - Present (5 years)

Northern Trust Securities, Inc

2007 - 2019 (12 years)

Vail School District

Disclosures

Please visit the SEC profile of Tamara Buchanan 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 Northern Trust Securities, Inc

Robert Fitzpatrick
Philadelphia, PA
Trisha Vergeire
Chicago, IL
Narsai Toma
Chicago, IL
Kyle Walters
Tempe, AZ
Cesar Pena
Barrington, IL
John Mccadd
Chicago, IL
Faizan Arby
Chicago, IL
David Pazdan
Tempe, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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