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William Travis Coan

First Trust Advisors LP

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About William Travis Coan

William Travis Coan is an investment advisor representative associated with First Trust Advisors LP. William is a licensed advisor in Illinois and Tennessee. William has been in the industry since January 19, 2022. William has been associated with First Trust Advisors LP since February 2023. The firm provides financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles to high net worth individuals, investment companies, pooled investment vehicles, corporations or other businesses and individuals other than high net worth.

Firm Information

William Coan 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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William Coan’s Registration & Firm History

IL

03/23/2023 - Present

First Trust Advisors LP (WHEATON IL)

FL

06/21/2016 - 08/21/2017

CNL SECURITIES CORP. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 02/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/13/2022

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Travis Coan.
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