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FIRST TRUST INVESTMENT SOLUTIONS L.P.
FIRST TRUST INVESTMENT SOLUTIONS L.P.
NAPLES, Florida
·
3 registered advisors
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CRD# 328327
SEC# 801-128828
0
(239) 219-0550
01
Firm Overview
AUM
$518M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FIRST TRUST INVESTMENT SOLUTIONS L.P.
3 registered advisors
Christina Lynne Knierim
NAPLES, Florida
CRD# 4759817
Kevin M Erndl
NAPLES, Florida
CRD# 4773579
Robert Carr
NAPLES, Florida
CRD# 5586883
05
Office Locations
NAPLES, Florida
3 advisors
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Data sourced from SEC Form ADV filings. FIRST TRUST INVESTMENT SOLUTIONS L.P. (CRD# 328327) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.