Paul Lepkowski, financial advisor Houston TX
88 score

Paul Lepkowski

CRD Number: 6071873
Current Firm: Invesco Advisers, Inc.

Paul Lepkowski (CRD# 6071873) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Houston, TX and has 1 year of experience in the finance industry.

Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Score
106
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Score
105
Similar Advisors
Richard Lambert, financial advisor Houston TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Score
102
Company Name Location Dates Years
Invesco Advisers, Inc. Atlanta, GA Dec 2014 - Current 2
Invesco Distributors, Inc. Houston, TX Sep 2013 - Current 3
Cadaret, Grant & Company, Inc. Syracuse, NY May 2012 - Aug 2013 1
Le Moyne College Dewitt, NY Jan 2011 - May 2013 2
Onondaga Community College Syracuse, NY Sep 2007 - Dec 2010 3
The Oaks At Menorah Park Dewitt, NY May 2007 - Sep 2007 < 1
East Syracuse Minoa Central School District East Syracuse, NY Mar 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Paul A. Lepkowski
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.