Toby Bohl, financial advisor Wheaton IL

Toby Bohl

CRD Number: 2730914
Current Firm: First Trust Advisors LP

Toby Bohl (CRD# 2730914) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Lisle, IL Sep 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Toby A. Bohl
Phone Number: 630-765-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    190,452
    MILLIONS
  • Total Number of Accounts
    3,143
    ACCOUNTS
  • Average Account Value
    $60,595,609
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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