Northern Trust Securities, Inc
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About this Advisor
Kevin Kaylakie is a certified financial planner operating out of Austin, Texas, who has been in the industry for 10 years. Kaylakie is on the advisory team at Northern Trust Securities, Inc. Kaylakie has gained experience at Merrill Lynch, Bank Of America, Na, Durbin Bennett Peterson Private Wealth Management, Llp, Durbin Bennett Peterson Private Wealth Management, LLC, Northern Trust Securities Inc, Durbin Bennett Private Wealth Management, LLC and Northern Trust Bank. Kaylakie maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and is registered to work in Texas. Northern Trust Securities, Inc is a registered investment company headquartered in Austin, Texas. The company has offices in 18 locations and a total of 81 financial advisors. It has $396 million in assets under management across its 1,092 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,092 customer accounts, 58% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically are based on which services the firm provides the client. However, fee types billed by Northern Trust Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Northern Trust Securities, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Kaylakie Work History
Kevin has 10 years of experience.
Northern Trust Securities Inc
Northern Trust Bank
Durbin Bennett Private Wealth Management, LLC
Durbin Bennett Peterson Private Wealth Management, LLC
Durbin Bennett Peterson Private Wealth Management, Llp
Bank Of America, Na
Kevin Kaylakie has no disclosures.
Please visit their SEC profile for more details.