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Harvey Lee McMurray

Invesco Advisers, Inc.

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About Harvey Lee McMurray

Harvey McMurray is an investment advisor representative with Invesco Advisers, Inc., based in Atlanta, Georgia. He has a broad range of experience in the industry, having worked with a number of firms across the country. Harvey is dedicated to providing clients with personalized investment advice and portfolio management services. He holds the Series 7TO, SIE, 63, and 65 securities licenses and is registered as an investment advisor representative in 51 states, as well as Texas as an investment advisor representative. He focuses on providing investment advice and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Harvey McMurray 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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Harvey McMurray’s Registration & Firm History

GA

05/15/2024 - Present

Invesco Advisers, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/19/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/15/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harvey Lee McMurray.
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