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Lynn Boyd Strong

First Trust Advisors LP

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About Lynn Boyd Strong

Lynn Boyd Strong is an investment advisor representative at First Trust Advisors LP. Lynn has been in the industry since 2012 and has experience in a variety of roles, including portfolio management and financial planning. Lynn holds a Series 6, Series 7, Series 63, Series 65 and Series 66 licenses. Lynn specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Lynn Strong is currently registered with First Trust Advisors LP. First Trust Advisors LP is an investment advisor headquartered in Wheaton, Illinois, with over 210 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They specialize in ETF development and management and offer a variety of investment strategies, including index tracking, active management, and alternative investments. First Trust Advisors LP also publishes periodicals and selects other advisors for its clients.
First Trust Advisors LP

120 E. LIBERTY DRIVE

WHEATON, IL 60187

$210.88B

Assets Under Management

Not reported

Total Clients

499

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fixed fees per unit (uits) for portfolio supervisory services

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Lynn Strong’s Registration & Firm History

IL

07/11/2022 - Present

First Trust Advisors LP (WHEATON IL)

IL

05/21/2020 - 10/29/2021

FORESIDE FUND SERVICES, LLC (Chicago IL)

IL

01/21/2016 - 03/09/2020

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)

OH

11/01/2012 - 12/16/2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DUBLIN OH)

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Licenses & Designations

IA

Issued 07/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/31/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lynn Boyd Strong. Review regulatory record here.
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