Mark Linnecke (CRD# 4856526) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Manhattan Beach, CA and has over 19 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco | Newport Beach, CA | Oct 2019 - Current | 4 |
| Wells Fargo Funds Distributor, LLC | San Francisco, CA | Nov 2015 - Sep 2019 | 3 |
| Wells Fargo Funds Management, LLC | San Francisco, CA | Nov 2015 - Sep 2019 | 3 |
| Neuberger Berman LLC | New York, NY | Nov 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- TX
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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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