Oxbow Advisors
47yrs
Top advisor by experience in Austin
5yrs
William Evans
Financial advisor at First Trust Advisors
Based in Austin, Texas, William Evans is a fiduciary financial advisor with 5 years of industry experience. William has been with First Trust Advisors since 2022. First Trust Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeIbc Building 500 West 5th Street, 8th Floor, Austin, TX 78701
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.41 million
Advisors at the firm607
States licensed ?1 state
Services through First Trust Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowFirst Trust Advisors LPCurrent firm
Contact William
(630) 765-8000Firm headquarters in Wheaton, IL. Ask for William. Ibc Building 500 West 5th Street, 8th FloorAustin, TX 78701Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call First Trust Advisors at (630) 765-8000 and ask for William Evans. William works from the Austin, TX office.
How long has William been a financial advisor?
William has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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