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David Bennett Kimerling

Invesco Advisers, Inc.

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About David Bennett Kimerling

David Bennett Kimerling is a financial advisor currently registered with Invesco Advisers, Inc. David has been working in the financial services industry since 1999. David is a registered representative of Invesco Advisers, Inc. and is licensed to provide investment advisory services in Texas. David has been providing investment advisory services to clients for over 20 years. Prior to joining Invesco Advisers, Inc., David worked for several other financial institutions, including Guggenheim Funds Distributors, LLC, State Street Global Markets, LLC, BlackRock Investments, LLC, Barclays Global Investors Services, Vanguard Marketing Corporation, Morgan Stanley DW Inc., Salomon Smith Barney Inc. and Smith Barney Inc. David has a wide range of experience in the financial services industry, and is committed to providing his clients with the highest quality of service.

Firm Information

David Kimerling 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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David Kimerling’s Registration & Firm History

AZ

04/25/2018 - Present

Invesco Advisers, Inc. (PHOENIX AZ)

IL

12/06/2016 - 04/18/2018

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)

MA

10/03/2013 - 03/16/2016

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

NY

01/03/2012 - 09/14/2012

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

AZ

11/06/2009 - 12/31/2011

BLACKROCK FUND DISTRIBUTION COMPANY (PHOENIX AZ)

NY

06/24/2008 - 12/31/2009

BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)

AZ

02/23/2005 - 06/04/2008

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

NY

02/02/2001 - 02/22/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

08/31/1999 - 09/06/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

05/31/1996 - 07/06/1998

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/11/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Bennett Kimerling.
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