David
Tokar

First Trust Advisors Lp

CRD#5351619
Investment Advisor
in Wheaton, IL

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About this Advisor

David Tokar is a financial advisor based in Wheaton, Illinois, working with First Trust Advisors Lp. David has previously held positions at Northern Lights Distributors LLC, Incapital LLC, Invesco Distributors, Inc, Invesco Advisers, Inc, First Trust Portfolios L.P, and First Trust Advisors L.P. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, David is part of First Trust Advisors Lp, which operates out of Wheaton, Illinois. The firm has 2 offices and 426 employees. The firm manages assets totaling $210.9 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at First Trust Advisors Lp includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

120 E. Liberty Drive Suite 400
Wheaton, IL 60187

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$210,879,000,000

IL Average: $6,674,516,078
Total Number of Employees

426

IL Average: 44
Total Number of Accounts

2,926

IL Average: 2,564
Average Account Size

$72,070,745

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

David Tokar Work History

2020 - Present (5 years)

First Trust Portfolios L.P

2020 - Present (5 years)

First Trust Advisors L.P

2015 - Present (10 years)

Invesco Distributors, Inc

2015 - Present (10 years)

Invesco Advisers, Inc

2015 - 2015 (< 1 year)

Incapital LLC

2014 - 2014 (< 1 year)

Northern Lights Distributors LLC

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Disclosures

Please visit the SEC profile of David Tokar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Trust Advisors Lp

Alexander Singerman
Wheaton, IL
Xhordi Xhokola
Wheaton, IL
Jordan Roberts
Wheaton, IL
Thomas Giobbi
Wheaton, IL
Theodore Selvaggio
Wheaton, IL
Tyler Pearse
Wheaton, IL
Alexander Tarnow
Austin, TX
Trey Widner
Wheaton, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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