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Paul Thomas Evon

Investment adviser representative at First Trust Advisors LP
13 yearsExperience
1 stateRegistered in
$309.2BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. First Trust Advisors L.P.Jan 2017 to now
  2. First Trust Portfolios L.P.Jan 2017 to now
  3. AIG Capital Services, Inc.Sep 2013 to Jan 2017
  4. SunamericaSep 2013 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2009
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (IL).

First Trust Advisors LP

$309.2BAssets managed
5,731Clients
606Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4878560
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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