Karen
Cameron

Northern Trust Securities, Inc

CRD#3021618
Investment Advisor
in North Palm Beach, FL

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About this Advisor

Karen Cameron is a financial advisor who works in North Palm Beach, Florida with 7 years of industry experience. Cameron is an advisor for Northern Trust Securities, Inc. During their career, Cameron has held roles at Morgan Stanley, Gilley Hvac, Northern Trust Bank and Northern Trust Securities, Inc. Cameron maintains Series 65, Series 63 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Northern Trust Securities, Inc is a firm that has its headquarters in Chicago, IL. The company has offices in 18 locations and a total of 72 people on staff. It controls $830 million in assets under management across its 2,003 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advice to six charitable organizations. Of its 2,003 customer accounts, 68% are held by high-net-worth clients who have greater than $1 million in assets. Northern Trust Securities, Inc provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely depend on which service is provided. However, fee types charged by Northern Trust Securities, Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63, Series 66

Years Registered*

7 years

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

11301 Us Hwy 1
North Palm Beach, FL 33408

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Northern Trust Securities, Inc Brokerage Details

Total Assets Under Management

$829,504,839

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

72

FL Average: 44
Total Number of Accounts

2,003

FL Average: 2,564
Average Account Size

$414,131

FL 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

Karen Cameron Work History

Karen has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Northern Trust Bank

2016 - Present (8 years)

Northern Trust Securities, Inc

2013 - Present (11 years)

Morgan Stanley

2011 - 2013 (2 years)

Gilley Hvac

*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 Karen Cameron 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

Jessica Kirby
Chicago, IL
Robert Fitzpatrick
Philadelphia, PA
Larry Mortenson
Phoenix, AZ
Narsai Toma
Chicago, IL
Justin Leslein
Chicago, IL
Kimberly Schnepp
Tempe, AZ
Bennett Sproat
Chicago, IL
Cathy Cao
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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