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First Trust Portfolios LP

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Firm Information

First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

First Trust Portfolios LP

Not reported

Assets Under Management

Not reported

Total Clients

114

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Branch Locations (4)

FIRST TRUST PORTFOLIOS LP has a total of 4 branch locations across the country.
location

Austin, TX

location

WHEATON, IL

location

Franklin, TN

location

CHICAGO, IL

Advisors at First Trust Portfolios LP

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Shari Lynn Sikes

WHEATON, IL

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Brad Allan Shaffer

Franklin, TN

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Susan Jean Poetz

WHEATON, IL

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Carlos Enrique Nardo

WHEATON, IL

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Thomas Reckley

WHEATON, IL

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Kathleen Wieland Brown

WHEATON, IL

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Julie Beth Coldwater

WHEATON, IL

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Robert Michael Porcellino

WHEATON, IL

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Disclosures

There is public disclosure for First Trust Portfolios LP. Review regulatory record here.

Frequently Asked Questions (13)

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