Eric AndersonCRD Number: 5130549
Current Firm: First Trust Advisors LP
Eric Anderson (CRD# 5130549) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 16 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Goldstone Financial Group, LLC
Hightower Advisors, LLC
|First Trust Portfolios LP||Lisle, IL||Apr 2006 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
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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