Andrew Howard Lilliston
Investment adviser representative at First Trust Advisors LP
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- First Trust Advisors L.P.Jun 2023 to now
- First Trust Portfolios L.P.Jun 2023 to now
- Northern Lights Distributors, LLCMar 2022 to Jun 2023
- Sierra Investment Management, Inc.Feb 2022 to Jun 2023
- Jackson National Life Distributors, LLCMar 2021 to Feb 2022
- Preffered RateNov 2020 to Feb 2021
- Prime Health Services, Inc.Aug 2019 to Nov 2020
- UnemployedJun 2019 to Aug 2019
- Tannehill, Carmean & Mckenzie, PllcMar 2019 to May 2019
- State FarmMay 2017 to Jul 2017
- Ole Miss Athletic DepartmentJan 2017 to May 2017
- University of MississippiSep 2016 to Feb 2019
- Old Venice Pizza CompanySep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, TN).
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
- 7361383
- Firm CRD
- 107027