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Vickie Lynn Chamberlain

First Trust Portfolios LP

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About Vickie Lynn Chamberlain

Vickie Lynn Chamberlain is a financial advisor at First Trust Portfolios LP, where she has been registered since June 29, 2011. She has been in the securities industry since March 26, 1988. Prior to her current role, Vickie Lynn Chamberlain worked at City Securities Corporation, Edward D. Jones & Co., L.P., and Monroe Financial Corporation. Vickie Lynn Chamberlain holds Series 7, 24 and 63 licenses.

Firm Information

Vickie Chamberlain is currently registered with First Trust Portfolios LP. 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.

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.

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Vickie Chamberlain’s Registration & Firm History

IL

06/29/2011 - Present

First Trust Portfolios LP (WHEATON IL)

IN

08/21/1989 - 06/06/2011

CITY SECURITIES CORPORATION (INDIANAPOLIS IN)

NA

05/05/1987 - 07/19/1988

EDWARD D. JONES & CO., L.P.

NA

01/21/1987 - 04/22/1987

MONROE FINANCIAL CORPORATION

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Licenses & Designations

BC

Issued 01/30/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vickie Lynn Chamberlain.
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