TrueAdvisor
TrueAdvisor
EL
EL

Elizabeth Ann Longo

Northern Trust Investments, Incorporated
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Northern Trust Investments, Incorporated
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
41,475 clients
Average Client Portfolio
$26.9M average
Assets Under Management
$1114.8B

Fee Structure

Financial Planning:Investment management only

Location

45 Ottawa Ave SW, Grand Rapids, MI, 49503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northern Trust Investments, Incorporated
December 2017 - Present · 8 yrs 2 mos
Northern Trust Securities, INC.Broker
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2014 - March 2016 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
June 2014 - March 2016 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.