Paul Schroeder, financial advisor Downers Grove IL
93 score

Paul Schroeder

CRD Number: 5548181
Current Firm: Invesco Advisers, Inc.

Paul Schroeder (CRD# 5548181) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Downers Grove, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Invesco Advsers, Inc. Atlanta, GA Dec 2015 - Current 1
Invesco Distributors, Inc. Houston, TX Dec 2015 - Current 1
Tdameritrade Schaumburg, IL Mar 2014 - Dec 2015 1
Charles Schwab Bank Barrington, IL Aug 2011 - Mar 2014 2
Charles Schwab & Company, Inc. Barrington, IL Jun 2008 - Mar 2014 5
Villate Bottle Shop West Lafayette, IN Aug 2006 - Jun 2008 1
Purdue University West Lafayette, IN Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Paul J. Schroeder
Phone Number: 404-892-0896
Firm Website: http://www.invesco.com
Registered State(s):
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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