Hunter
Burdick
First Trust Advisors Lp
Answer a few questions and
get matched with an advisor.
About this Advisor
Hunter Burdick is a financial advisor working in Wheaton, Illinois with a total of 1 year of industry experience. Burdick is on the advisory team at First Trust Advisors Lp. Burdick has gained experience at Texas Tech University, Planis Capital Bank, Plains Capital Bank, Prosperity Bank, Cetera Investment Services LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, First Trust Portfolios L.P, First Trust Advisors L.P and Cetera Investment Advisers LLC. Burdick holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois and Texas. First Trust Advisors Lp is a firm that has its headquarters in Wheaton, IL. The firm has offices in two locations and a total of 637 advisors. It oversees $191 billion in assets among its 3,143 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. First Trust Advisors Lp performs a number of services, including 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. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fees billed by First Trust Advisors Lp likely include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Hunter Burdick Work History
Hunter has been registered as a financial advisor for 1 years.*
First Trust Portfolios L.P
First Trust Advisors L.P
Cetera Investment Services LLC
Cetera Investment Advisers LLC
First Trust Portfolios L.P
First Trust Advisors L.P
Raymond James Financial Services Advisors Inc
Prosperity Bank
Cetera Investment Services LLC
Raymond James Financial Services, Inc
Prosperity Bank
Plains Capital Bank
Planis Capital Bank
Texas Tech University
*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 Hunter Burdick 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
Wheaton, IL
Eagle, ID
Wheaton, IL
Wheaton, IL
Wheaton, IL
Austin, TX
Wheaton, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
