Andrew BarnumCRD Number: 4911047
Current Firm: First Trust Advisors LP
Andrew Barnum (CRD# 4911047) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 18 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|First Trust Portfolios LP||Wheaton, IL||Jan 2005 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2005|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management223,555MILLIONS
Total Number of Accounts3,363ACCOUNTS
Average Account Value$66,474,874
- A percentage of assets under your management
- 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
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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