William Weston, financial advisor Houston TX
90 score

William Weston

CRD Number: 5985840
Current Firm: Invesco Advisers, Inc.

William Weston (CRD# 5985840) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Houston, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Invesco Advisers, Inc. Atlanta, GA Mar 2013 - Current 3
Invesco Distributors, Inc. Houston, TX Sep 2011 - Current 5
Unemployed Grapevine, TX May 2011 - Sep 2011 < 1
University Of Texas Austin, TX Aug 2008 - May 2011 2
Runtex Austin, TX Jan 2010 - May 2010 < 1
Las Colinas Country Club Las Colinas, TX Mar 2006 - Aug 2008 2
Colleyville Heritage High School Colleyville, TX Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for William C. Weston
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
90
Clean Record
This advisor has a clean track record with regulators.

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