Melissa
Taylor

First Trust Advisors Lp

CRD#5306068
Investment Advisor
in Austin, TX
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About this Advisor

Melissa Taylor is a financial advisor working in Austin, Texas, who has 11 years of financial industry experience. Taylor currently works for First Trust Advisors Lp. Over the course of their career, Taylor has held roles at Taylor & Associates, LLC and First Trust Portfolios. Taylor holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Illinois and Texas. First Trust Advisors Lp is an advisory business operating in Austin, Texas. The investment advisory business has a total of 440 advisors. It manages $119 billion in assets under management between its 3,561 client accounts, making it one of the largest investment 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, publication of newsletters and security rating services. A financial advisor's fee schedules largely are based on which service is offered. Fees charged by First Trust Advisors Lp can include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

Austin, TX

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$118,946,000,000

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

440

TX Average: 44
Total Number of Accounts

3,561

TX Average: 2,564
Average Account Size

$33,402,415

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

Melissa Taylor Work History

Melissa has 11 years of experience.

2010 - Present (9 years)

First Trust Portfolios

2007 - 2010 (3 years)

Taylor & Associates, LLC

Disclosures

Melissa Taylor has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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