First Trust Advisors Lp
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About this Advisor
Samuel Tully is a financial advisor operating out of Seattle, Washington, who has been in the financial industry for 12 years. Tully is an advisor for First Trust Advisors Lp. The advisor has gained experience at Pioneer Investments, Equinox Fitness, Boston University Fitness And Recreation Center, Boston University, First Trust Advisors L.P and First Trust Portfolios L.P. Tully holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Illinois. First Trust Advisors Lp is a financial advisory firm based in Seattle, Washington. The company has a total of 440 people on staff. It has $119 billion in assets under management among its 3,561 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The company has 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by First Trust Advisors Lp can include 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
Samuel Tully Work History
Samuel has 12 years of experience.
First Trust Advisors L.P
First Trust Portfolios L.P
Boston University Fitness And Recreation Center
Samuel Tully has no disclosures.
Please visit their SEC profile for more details.