First Trust Advisors LP
First Trust Advisors LP (CRD# 107027) is a financial advisory firm headquartered in Wheaton, IL. They manage $190,452,000,000 in 3,143 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management190,452MILLION
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Total Number of Accounts3,143ACCOUNTS
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Average Account Value$60,595,609
- A percentage of assets under your management
- Other
- 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
Daniel Affetto (CRD# 4685977) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 20 years of experience in the finance industry.
Andrew Agosta (CRD# 5013957) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 13 years of experience in the finance industry. Andrew Agosta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Anderson (CRD# 5130549) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 17 years of experience in the finance industry.
Aaron Anspach (CRD# 6230239) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 10 years of experience in the finance industry.
Owen Aronson (CRD# 5155366) is an Investment Advisor Representative working at First Trust Advisors LP in Austin, TX and has over 16 years of experience in the finance industry.
Jeffrey Baker (CRD# 5129531) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 17 years of experience in the finance industry.
Kyle Baker (CRD# 4933282) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 18 years of experience in the finance industry.
Andrew Barnum (CRD# 4911047) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 18 years of experience in the finance industry.
Jeffrey Barnum (CRD# 2853194) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 26 years of experience in the finance industry.
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.