Invista Advisors
Invista Advisors (CRD# 282899) is a financial advisory firm headquartered in Montgomery, AL. They manage $462,356,039 in 994 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management462MILLION
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Total Number of Accounts994ACCOUNTS
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Average Account Value$465,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, FL, GA, NC, TN, TX
Michael Barranco (CRD# 4825738) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 19 years of experience in the finance industry.
Michael Barranco (CRD# 6358281) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 7 years of experience in the finance industry.
Jason Bryant (CRD# 5608607) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 15 years of experience in the finance industry.
Donald Chastain (CRD# 4558422) is an Investment Advisor Representative working at Invista Advisors in Auburn, AL and has over 21 years of experience in the finance industry.
Lisa Free (CRD# 5724349) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 14 years of experience in the finance industry.
Carl McDonald (CRD# 1968938) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 34 years of experience in the finance industry.
James Perry (CRD# 4612862) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 21 years of experience in the finance industry.
Daniel Sloan (CRD# 1496530) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 38 years of experience in the finance industry.
Mary Smith (CRD# 2369000) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 25 years of experience in the finance industry.
Jessica Hemard (CRD# 7761037) is an Investment Advisor Representative working at Invista Advisors in Auburn, AL and has 1 year of experience in the finance industry.