Kayla GardnerCRD 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.
Waddell & Reed
Forum Financial Management, LP
|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|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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