Andrea Atencio, financial advisor Tucson AZ

Andrea Atencio

CRD Number: 6566811
Current Firm: Northern Trust Securities, Inc.

Andrea Atencio (CRD# 6566811) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Tucson, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Northern Trust Securities, Inc. Tucson, AZ Oct 2015 - Current 8
Northern Trust Company Tucson, AZ Aug 2013 - Oct 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Andrea N. Atencio
Phone Number: 312-557-2000
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,026
    MILLIONS
  • Total Number of Accounts
    2,110
    ACCOUNTS
  • Average Account Value
    $486,379
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

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