Leonard
Fox

First Trust Advisors Lp

CRD#6255581
Investment Advisor
in Austin, TX
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About this Advisor

Leonard Fox is a financial advisor whose office is in Austin, Texas. Currently an advisor at First Trust Advisors Lp, they have accumulated 14 years of practice in the financial advisory industry. Fox has Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Fox can serve clients based out of Illinois and Texas. Their career trajectory has included roles at Toronto Dominion Bank, The Vanguard Group, Inc, Cherokee High School, George Sparks, Inc, Montagnaro'S Pizza, King'S College, First Trust Portfolios L.P and First Trust Advisors L.P. First Trust Advisors Lp is headquartered in Austin, Texas. As an advisory firm, First Trust Advisors Lp manages $119 billion in assets throughout 3,561 client accounts and employs more than 440 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 1,855 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 3,561 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. First Trust Advisors Lp offers 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, publication of newsletters and security rating services. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

14 years

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, Security ratings or pricing services

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

Ibc Building 500 West 5Th Street, 8Th Floor
Austin, TX 78701

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$113,409,000,000

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

495

TX Average: 44
Total Number of Accounts

3,593

TX Average: 2,564
Average Account Size

$31,563,874

TX Average: $2,603,165

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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
  • Security ratings or pricing services

Leonard Fox Work History

Leonard has 14 years of experience.

2015 - Present (4 years)

First Trust Portfolios L.P

2015 - Present (4 years)

First Trust Advisors L.P

2013 - 2015 (2 years)

The Vanguard Group, Inc

2012 - 2012 (0 years)

George Sparks, Inc

2011 - 2011 (0 years)

Toronto Dominion Bank

2009 - 2013 (4 years)

King'S College

2007 - 2011 (4 years)

Montagnaro'S Pizza

2004 - 2009 (5 years)

Cherokee High School

Disclosures

Leonard Fox has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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