William Oliver Walsh

Employer firm

First Trust Advisors LP CRD 107027

$309B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → 12/2023
  Florida Financial Advisors
  Tampa, FL
• 06/2023 → 08/2023
  Deuce's Sports Bar And Grill
  Alsip, IL
• 08/2021 → 05/2023
  Univesity Of Tampa
  Tampa, FL
• 08/2022 → 12/2022
  Hollingsworth Showroom
  Tampa, FL
• 08/2021 → 08/2022
  Willa's
  Tampa, FL
• 02/2020 → 08/2021
  Swanson's Deli
  Chicago, IL
• 01/2020 → 05/2021
  Harold Washington College
  Chicago, IL
• 08/2019 → 12/2019
  Notre Dame College
  South Euclid, OH
• 05/2019 → 08/2019
  Nolan Electric
  Chicago, IL
• 08/2015 → 05/2019
  Mount Carmel High School
  Chicago, IL
• 01/2024 → 02/2024
  Igas Usa Inc.
  Tampa, FL
• 02/2024 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 02/2024 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Previous Registrations

• 2023-09-01 → 2024-01-19
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-22
• S65 Uniform Investment Adviser Law Examination
  2023-07-11

Other Names

• Liam Oliver Walsh