Michael BasilCRD Number: 6340606
Current Firm: First Trust Advisors LP
Michael Basil (CRD# 6340606) is an Investment Advisor Representative working at First Trust Advisors LP in Austin, TX and has over 9 years of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|First Trust Portfolios||Wheaton, IL||May 2014 - Current||9|
|Indiana University||Bloomington, IN||Aug 2009 - May 2014||4|
|Kilroy's Bar And Grill||Bloomington, IN||Aug 2013 - Nov 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management190,452MILLIONS
Total Number of Accounts3,143ACCOUNTS
Average Account Value$60,595,609
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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