First Trust Advisors Lp
Answer a few questions and
get matched with an advisor.
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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
First Trust Portfolios
Taylor & Associates, LLC
Melissa Taylor has no disclosures.
Please visit their SEC profile for more details.