Xhordi
Xhokola

First Trust Advisors Lp

CRD#7172514
Investment Advisor
in Wheaton, IL

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About this Advisor

Xhordi Xhokola is a financial advisor based in Wheaton, Illinois, working with First Trust Advisors Lp. Xhordi has previously held positions at Roger Williams University, Fordham University, Jll, Groupon, First Trust Portfolios L.P, and First Trust Advisors L.P. Xhordi has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Xhordi 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 66

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

Xhordi Xhokola Work History

2019 - Present (5 years)

First Trust Portfolios L.P

2019 - Present (5 years)

First Trust Advisors L.P

2019 - 2019 (< 1 year)

Groupon

2018 - 2019 (1 year)

Jll

2015 - 2018 (3 years)

Fordham University

2014 - 2015 (1 year)

Roger Williams University

Disclosures

Please visit the SEC profile of Xhordi Xhokola 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

Luke Wynsma
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

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