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Michael Patrick Hall

First Trust Advisors LP

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About Michael Patrick Hall

Michael Patrick Hall is a financial advisor with First Trust Advisors LP. Michael has been in the industry for over 25 years and has a strong track record of success. Michael is registered with the state of Illinois and has passed the Series 7, Series 63 and Series 65 exams. Michael's current employment began in 2011. Before working with First Trust Advisors LP, Michael worked for CNA INVESTOR SERVICES, INC. and John Nuveen & Co., Incorporated. Michael specializes in providing investment advisory services to individuals, corporations and pooled investment vehicles.

Firm Information

Michael Hall 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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Michael Hall’s Registration & Firm History

IL

12/12/2011 - Present

First Trust Advisors LP (WHEATON IL)

NY

01/28/1999 - 12/31/2001

CNA INVESTOR SERVICES, INC. (NEW YORK NY)

IL

04/24/1995 - 03/23/1998

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

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Licenses & Designations

IA

Issued 08/22/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Patrick Hall.
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