Timothy Daniel (CRD# 5879292) is an Investment Advisor Representative working at First Trust Advisors LP in Prosper, TX and has over 13 years of experience in the finance industry.
CRD# 4638076
Fidelity Personal And Workplace Advisors
CRD# 4288287
Org Partners
CRD# 7045789
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Trust Portfolios LP | Wheaton, IL | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- IL
- TX
-
Total Assets Under Management210,879MILLIONS
-
Total Number of Accounts2,926ACCOUNTS
-
Average Account Value$72,070,745
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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