First Trust Advisors Lp
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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
Years of Experience
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First Trust Advisors Lp Brokerage Details
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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.
First Trust Portfolios L.P
First Trust Advisors L.P
The Vanguard Group, Inc
George Sparks, Inc
Toronto Dominion Bank
Cherokee High School
Leonard Fox has no disclosures.
Please visit their SEC profile for more details.