John PenneyCRD Number: 5168144
Current Firm: Invesco Advisers, Inc.
John Penney (CRD# 5168144) is an Investment Advisor Representative working at Invesco Advisers, Inc. in New York, NY and has over 15 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Invesco Distributors, Inc.||New York, NY||Aug 2017 - Current||4|
|Credit Suisse Securities (usa) LLC||New York, NY||Mar 2015 - Aug 2017||2|
|Emerging Global Advisors LLC||New York, NY||Sep 2009 - Mar 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management702,598MILLIONS
Total Number of Accounts26,127ACCOUNTS
Average Account Value$26,891,654
- 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
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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