(CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in No special treatment or consideration in SmartAsset’s profiles. Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data Fees billed by First Trust Advisors Lp likely include asset-based and other fees. The company provides a number of services, such as 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.įees charged by financial advisors largely depend on which services the firm provides the client. It manages $224 billion in total assets between its 3,363 client accounts, making it one of the largest firms in the nation by assets under management. Tweeten maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Illinois.įirst Trust Advisors Lp is a registered investment company that has its headquarters in Wheaton, Illinois. They have spent the entirety of their time as a financial advisor at First Trust Advisors Lp. Tweeten is currently employed by First Trust Advisors Lp. David Tweeten is a financial advisor working out of Wheaton, Illinois, who has 29 years of financial industry experience.
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