Therese
Owen
Northern Trust Securities, Inc
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About this Advisor
Therese Owen is an investment advisor in Tempe, Arizona. Currently an investment advisor with Northern Trust Securities, Inc, they have gathered 15 years of work experience as a financial advisor. Owen maintains Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Owen is able to work with investors based out of Arizona. The advisor has gained experience at Northern Trust Securities, Inc and Northern Trust Bank. Northern Trust Securities, Inc is headquartered in Tempe, Arizona, and operates out of 18 brick-and-mortar locations in the nation. As a company, Northern Trust Securities, Inc manages $396 million in assets dispersed across 1,092 accounts and employs more than 81 people. The amount of assets the firm manages makes it one of the larger firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 58% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Northern Trust Securities, Inc offers portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Northern Trust Securities, Inc Brokerage Details
$381,492,289
88
1,146
$332,890
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Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Therese Owen Work History
Therese has 15 years of experience.
Northern Trust Bank
Northern Trust Securities, Inc
Disclosures
Therese Owen has disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.