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Louis Perkins

First Trust Advisors LP

Austin, TX

Wheaton, IL

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-30
TX RA APPROVED 2025-09-30
  • IL RA
    APPROVED
    Since 2025-09-30
  • TX RA
    APPROVED
    Since 2025-09-30

Branch Locations

Ibc Building 500 Wesst 5Th Street, 8Th Floor, Austin, TX 78701 • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Southwestern Assemblies Of God University Waxahachie TX 09/2014 04/2017
Perkins Financial Pasadena TX 06/2017 04/2018
Unemployed Pasadena TX 10/2018 01/2019
Thrivent Investment Management Inc Cedar Park TX 04/2018 10/2018
Thrivent Financial Appleton WI 05/2018 10/2018
Invesco Houston TX 01/2019 04/2019
Jp Morgan Chase Bank, N.A. Houston TX 11/2019 08/2022
Jp Morgan Securities Llc Houston TX 11/2019 08/2022
Unemployed Pasadena TX 04/2019 11/2019
Invesco Distributors, Inc Houston TX 01/2019 04/2019
Unemployed Pasadena TX 05/2017 05/2017
Unemployed Houston TX 08/2022 08/2023
Transamerica Capital, Inc Denver CO 08/2023 07/2025
First Trust Portfolios L.P. Wheaton IL 08/2025 Present
First Trust Advisors L.P. Wheaton IL 08/2025 Present
  • 09/2014 → 04/2017
    Southwestern Assemblies Of God University
    Waxahachie, TX
  • 06/2017 → 04/2018
    Perkins Financial
    Pasadena, TX
  • 10/2018 → 01/2019
    Unemployed
    Pasadena, TX
  • 04/2018 → 10/2018
    Thrivent Investment Management Inc
    Cedar Park, TX
  • 05/2018 → 10/2018
    Thrivent Financial
    Appleton, WI
  • 01/2019 → 04/2019
    Invesco
    Houston, TX
  • 11/2019 → 08/2022
    Jp Morgan Chase Bank, N.A.
    Houston, TX
  • 11/2019 → 08/2022
    Jp Morgan Securities Llc
    Houston, TX
  • 04/2019 → 11/2019
    Unemployed
    Pasadena, TX
  • 01/2019 → 04/2019
    Invesco Distributors, Inc
    Houston, TX
  • 05/2017 → 05/2017
    Unemployed
    Pasadena, TX
  • 08/2022 → 08/2023
    Unemployed
    Houston, TX
  • 08/2023 → 07/2025
    Transamerica Capital, Inc
    Denver, CO
  • 08/2025 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 08/2025 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-27
S63 Uniform Securities Agent State Law Examination 2019-08-14
  • S66 Uniform Combined State Law Examination
    2025-09-27
  • S63 Uniform Securities Agent State Law Examination
    2019-08-14
Other Names
  • Louis Edward Perkins
  • Louis E Perkins
  • Louis Perkins
  • Louis E. Perkins
  • Louis Edward Perkins

View on SEC IAPD

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