Timothy Daniel, financial advisor Prosper TX

Timothy Daniel

CRD Number: 5879292
Current Firm: First Trust Advisors LP

Timothy Daniel (CRD# 5879292) is an Investment Advisor Representative working at First Trust Advisors LP in Prosper, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL Jan 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Timothy J. Daniel
Phone Number: 630-765-8000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    223,555
    MILLIONS
  • Total Number of Accounts
    3,363
    ACCOUNTS
  • Average Account Value
    $66,474,874
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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
  • Security ratings or pricing services
Types of Clients
Registered States

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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