Matthew WilkinsonCRD Number: 6211527
Current Firm: Invesco Advisers, Inc.
Matthew Wilkinson (CRD# 6211527) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Atlanta, GA and has over 8 years of experience in the finance industry. Matthew Wilkinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Invesco Advisers, Inc.||Atlanta, GA||Mar 2015 - Current||8|
|Invesco Distributors, Inc.||Houston, TX||Jan 2015 - Current||8|
|Factset Research Systems, Inc.||Chicago, IL||Jul 2014 - Jan 2015||< 1|
|Hilliard Lyons||Evansville, IN||May 2014 - Jul 2014||< 1|
|Indiana University||Bloomington, IN||Aug 2011 - May 2014||2|
|Credit Suisse Securities||Chicago, IL||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Total Assets Under Management738,307MILLIONS
Total Number of Accounts32,911ACCOUNTS
Average Account Value$22,433,454
- A percentage of assets under your management
- Performance-based fees
- 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
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, WY
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