Adam
Keller
First Trust Advisors Lp
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About this Advisor
Adam Keller is a financial advisor working out of Austin, Texas with a total of 4 years of relevant experience. Keller is an employee of First Trust Advisors Lp. Their career trajectory has included roles at Health Care Services Corporation, W.P.S, The Boon Group, Fresenius Health Partners, Charles Schwab & Co., Inc, Waterloo Ice House, The University Of Mississippi, Cvs Pharmacy, Dillard'S, Colonial Life Insurance, Pinthouse Pizza, First Trust Portfolios L.P and First Trust Advisors L.P. Keller holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Texas. First Trust Advisors Lp is a financial advisory company based out of Wheaton, IL. The investment advisory business has offices in two locations and a total of 637 financial advisors. It manages $191 billion in assets under management across its 3,143 client accounts, making it one of the biggest firms in the country by assets under management. First Trust Advisors Lp offers a number of services, such as 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. A financial advisor's fees are based on which services are offered. Fee types charged by First Trust Advisors Lp can consist of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Trust Advisors Lp Brokerage Details
$190,452,000,000
637
3,143
$60,595,609
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
Adam Keller Work History
Adam has been registered as a financial advisor for 4 years.*
First Trust Portfolios L.P
First Trust Advisors L.P
Charles Schwab & Co., Inc
Waterloo Ice House
Fresenius Health Partners
W.P.S
The Boon Group
Cvs Pharmacy
Dillard'S
Colonial Life Insurance
Pinthouse Pizza
Health Care Services Corporation
The University Of Mississippi
Health Care Services Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Keller 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
Wheaton, IL
Rockaway Park, NY
Eagle, ID
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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