Blake Levit, financial advisor Downers Grove IL
93 score

Blake Levit

CRD Number: 5957726
Current Firm: Invesco Advisers, Inc.

Blake Levit (CRD# 5957726) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Downers Grove, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Invesco Downers Grove, IL Nov 2016 - Current 1
Twin Orchard Country Club Lincolnshire, IL Aug 2011 - Current 6
Amerprise Financial Services, Inc. Rosemont, IL May 2012 - Nov 2016 4
Ing Financial Partners, Inc. Chicago, IL Feb 2012 - May 2012 < 1
Levit & Lipshutz Chicago, IL Jan 2002 - Jan 2012 10
Pruco Securities Rosemont, IL Jun 2011 - Sep 2011 < 1
The Prudential Insurance Company Of America Rosemont, IL Jun 2011 - Sep 2011 < 1
Resource Financial Group Wilmette, IL May 2010 - Aug 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Blake A. Levit
Phone Number: 404-892-0896
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    431,018
    MILLIONS
  • Total Number of Accounts
    23,872
    ACCOUNTS
  • Average Account Value
    $18,055,391
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
93
Clean Record
This advisor has a clean track record with regulators.

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