Michael Head (CRD# 4894824) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 6424613
Advice And Planning Services
CRD# 5982867
Capitalwize, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco Distributors, Inc. | Houston, TX | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- IL
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Total Assets Under Management746,325MILLIONS
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Total Number of Accounts38,517ACCOUNTS
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Average Account Value$19,376,520
- 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
- Other
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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