Mark Bagdon, financial advisor Atlanta GA
90 score

Mark Bagdon

CRD Number: 5928938
Current Firm: Invesco Advisers, Inc.

Mark Bagdon (CRD# 5928938) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Invesco Advisers, Inc. Atlanta, GA Oct 2011 - Current 5
Invesco Distributors, Inc. Houston, TX Aug 2011 - Current 5
John Hancock Distributors LLC Downers Grove, IL May 2011 - Aug 2011 < 1
John Hancock Downers Grove, IL Apr 2011 - Aug 2011 < 1
National Collegiate Scouting Association Chicago, IL Jun 2007 - Feb 2011 3
Unemployed Lake Bluff, IL Sep 2006 - Jun 2007 < 1
Lake Forest Baseball Association Lake Forest, IL May 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Mark D. Bagdon
Phone Number: 404-892-0896
Firm Website: http://www.invesco.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    401,088
    MILLIONS
  • Total Number of Accounts
    21,346
    ACCOUNTS
  • Average Account Value
    $18,789,823
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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