Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Walbrun is an Investment Advisor Representative associated with First Trust Advisors LP. Thomas has been in the industry since 2014 and is registered to provide investment advice in Illinois, Massachusetts, and Texas. Thomas is a Chartered Financial Analyst and has experience working with various clients including investment companies, pooled investment vehicles, high-net-worth individuals, corporations, and individuals. Thomas has also worked for other financial firms including Dimensional Fund Advisors and AArete.
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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IL
01/31/2025 - Present
First Trust Advisors LP (WHEATON IL)
Active
Inactive
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