Joseph Clancy, financial advisor Chicago IL

Joseph Clancy

CRD Number: 1394876
Current Firm: Northern Trust Securities, Inc.

Joseph Clancy (CRD# 1394876) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Chicago, IL and has over 32 years of experience in the finance industry. Joseph Clancy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northern Trust Securities, Inc. Chicago, IL Aug 2019 - Current 1
Northern Trust Bank Chicago, IL Aug 2019 - Current 1
Franklin/templeton Distributors, Inc. Mt. Prospect, IL Jun 1996 - May 2019 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
Contact Info for Joseph M. Clancy
Phone Number: 312-557-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    514
    MILLIONS
  • Total Number of Accounts
    1,320
    ACCOUNTS
  • Average Account Value
    $389,672
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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