Brian McMullen (CRD# 6688751) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Warsaw, IN and has over 7 years of experience in the finance industry.
CRD# 2245020
Lpl Financial LLC
CRD# 2837589
Edward Jones
CRD# 6149818
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inveso | Downers Grove, IL | May 2019 - Current | 5 |
| First Trust Portfolios LP | Wheaton, IL | Mar 2019 - May 2019 | < 1 |
| First Trust Advisors LP | Wheaton, IL | Mar 2019 - May 2019 | < 1 |
| Invesco | Downers Grove, IL | Jun 2017 - Mar 2019 | 1 |
| Elkhorn Securities | Wheaton, IL | Jul 2016 - Jul 2017 | 1 |
| The University Of Greece | Thessaloniki, | Apr 2015 - Jul 2016 | 1 |
| Otto Pizza | Brookline, MA | Feb 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- TX
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Total Assets Under Management746,325MILLIONS
-
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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