Kayla Gardner, financial advisor Northbrook IL
88 score

Kayla Gardner

CRD Number: 6203043
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kayla Gardner (CRD# 6203043) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook, IL Jun 2014 - Current 2
Univeristy Of St. Thomas St. Paul, MN Sep 2010 - Jun 2014 3
University Of St. Thomas St. Paul, MN Jul 2013 - May 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata, MN May 2013 - Aug 2013 < 1
Allianz Minneapolis, MN May 2012 - Aug 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York City, NY May 2011 - Aug 2011 < 1
Grayslake North Grayslake, IL Sep 2006 - Sep 2010 4
A'gfaci Gurnee, IL Aug 2009 - Aug 2010 1
Little Caesar's Round Lake, IL Jul 2008 - Jul 2009 1
Palombi Lake Villa, IL Sep 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Kayla M. Gardner
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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