George
Taylor

Northern Trust Investments, Inc

CRD#5563823
Investment Advisor
in Chicago, IL

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About this Advisor

George Taylor is a financial advisor operating out of Chicago, Illinois, who has been in the advisory business for 10 years. Taylor is currently employed by Northern Trust Investments, Inc. During their career, the advisor has held roles at Bank Of America, N.A, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Northern Trust Securities, Inc and Northern Trust Bank. Taylor has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Northern Trust Investments, Inc is a company that has its headquarters in Chicago, Illinois. It has offices in eight locations and a total of 550 financial advisors. It handles $1 trillion in assets across its 41,517 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 1,614 charitable organizations. Of its 41,517 customer accounts, 33% are associated with high-net-worth clients who have at least $1 million in assets. The firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules typically vary depending on the financial services. However, fees billed by Northern Trust Investments, Inc can include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

50 S Lasalle Street
Chicago, IL 60603-1008

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$1,183,120,392,585

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

550

IL Average: 44
Total Number of Accounts

41,517

IL Average: 2,564
Average Account Size

$28,497,252

IL Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

George Taylor Work History

George has 10 years of experience.

2020 - Present (2 years)

Northern Trust Securities, Inc

2020 - Present (2 years)

Northern Trust Bank

2015 - 2020 (5 years)

Bank Of America, N.A

2015 - 2020 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2014 - 2015 (1 year)

Waddell & Reed Inc

2012 - 2013 (1 year)

Bank Of America, N.A

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

George Taylor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northern Trust Investments, Inc

John Babnik
Chicago, IL
George Taylor
Chicago, IL
John Abunassar
Chicago, IL
William Hurt
Chicago, IL
Paul Kubasiak
Chicago, IL
Emily Meyer
East Greenwich, RI
Justin Gutwald
Chicago, IL
Douglas Brown
Chicago, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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