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Carl David King

Invesco Advisers, Inc.

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About Carl David King

Carl David King is a registered investment advisor representative with Invesco Advisers, Inc. Carl is licensed in Texas. Carl has been in the industry since June 2014, and has a diverse background in financial services. Carl has worked for several companies, including Gen-Arc, LLC, Symetra Life Insurance Company, Symetra Securities, Inc., Morgan Stanley Smith Barney LLC, and Invesco. Carl has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Carl specializes in several areas, including: Portfolio management for individuals, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, and Portfolio management for businesses.

Firm Information

Carl King is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Carl King’s Registration & Firm History

WA

10/15/2024 - Present

Invesco Advisers, Inc. (North Bend WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl David King.
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