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Edward Michael Walsh

Invesco Advisers, Inc.

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About Edward Michael Walsh

Edward Walsh is a financial advisor with Invesco Advisers, Inc. Edward has been in the financial services industry since 2005. Edward is registered with the state of Texas and holds the Series 7, Series 31, SIE, and Series 79TO licenses. Edward is also a Certified Financial Planner. Invesco Advisers, Inc. is a large investment advisory firm with approximately $10 billion - $50 billion in assets under management. The firm provides investment advice to individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Edward Walsh 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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Edward Walsh’s Registration & Firm History

TX

01/01/2010 - Present

Invesco Advisers, Inc. (Houston TX)

NY

04/05/2005 - 07/14/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 04/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Michael Walsh.
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