Mary Schumacher (CRD# 2178271) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Dubuque, IA and has over 30 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 2646777
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco Trimark | Toronto, | Oct 2009 - Current | 14 |
| A I M Distributors, Inc. | Austin, TX | Dec 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- TX
-
Total Assets Under Management746,325MILLIONS
-
Total Number of Accounts38,517ACCOUNTS
-
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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