Angelina Cummins, financial advisor Wheaton IL

Angelina Cummins

CRD Number: 6409121
Current Firm: First Trust Advisors LP

Angelina Cummins (CRD# 6409121) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL Sep 2019 - Current 4
First Trust Advisors LP Wheaton, IL Sep 2019 - Current 4
Morgan Stanley Private Bank, N.a. New York, NY Jun 2018 - Sep 2019 1
Morgan Stanley Oak Brook, IL Apr 2018 - Sep 2019 1
Jp Morgan Securities, LLC Chicago, IL Dec 2016 - Apr 2018 1
Ubs Financial Services Inc. Palm Beach, FL Oct 2016 - Dec 2016 < 1
Josie's Restaurant Boynton Beach, FL Jul 2016 - Oct 2016 < 1
Holiday Adjusters Group Boca Raton, FL May 2016 - Oct 2016 < 1
Innovative Employee Solutions Miami, FL Jun 2016 - Jun 2016 < 1
Ubs Financial Services Inc. Aventura, FL Jun 2015 - Apr 2016 < 1
J.p. Morgan Securities LLC Palm Beach Gardens, FL Oct 2014 - Apr 2015 < 1
Joe Sensers Bloomington, MN Jul 2014 - Oct 2014 < 1
Free People Bloomington, MN Jul 2014 - Sep 2014 < 1
The Westhorpe Group Remote, FL Jan 2014 - Jun 2014 < 1
South Street Naples, FL Dec 2013 - May 2014 < 1
Palm Beach Atlantic University West Palm Beach, FL Aug 2012 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Angelina M. Cummins
Phone Number: 630-765-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    210,879
    MILLIONS
  • Total Number of Accounts
    2,926
    ACCOUNTS
  • Average Account Value
    $72,070,745
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
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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