Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Regis Mc mahon is a financial advisor with First Trust Advisors LP. Eric has been in the industry since March 31, 2014 and has a Series 7, Series 6, Series 63, and Series 65 license. Eric is registered in Texas and Illinois. First Trust Advisors LP is an investment advisor that offers a variety of services, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. The firm also provides advisory services related to the selection of other advisers and publication of periodicals. First Trust Advisors LP has assets under management of $210,879,000,000.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
TX
09/21/2017 - Present
First Trust Advisors LP (AUSTIN TX)
IL
06/10/2016 - 04/10/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
LA
11/21/2013 - 03/01/2016
STATE FARM VP MANAGEMENT CORP. (SHREVEPORT LA)
IA
Issued 09/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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