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Derek Dragon Fin

Invesco Advisers, Inc.

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About Derek Dragon Fin

Derek Dragon Fin is an Investment Advisor Representative associated with Invesco Advisers, Inc. Derek holds licenses in all 50 states and the District of Columbia, and has been active in the industry since January 10, 2020. Derek has held previous positions at VP Distributors LLC, SEIX Investment Advisors LLC, JP Morgan, and Goldman Sachs & Co. Derek's experience spans across a variety of financial services and is focused on providing investment advice and portfolio management services to individuals, businesses, and investment companies. Derek is also a member of BWYB LLC and 139 Bowery Holdings, LLC, both of which are involved in real estate property investments.

Firm Information

Derek Fin 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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Derek Fin’s Registration & Firm History

NY

05/18/2022 - Present

Invesco Advisers, Inc. (New York NY)

NJ

12/16/2019 - 04/21/2022

VP DISTRIBUTORS LLC (PARK RIDGE NJ)

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Licenses & Designations

BOTH

Issued 02/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek Dragon Fin.
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