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Marvin Edward Flewellen

Invesco Advisers, Inc.

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About Marvin Edward Flewellen

Marvin Edward Flewellen is a financial advisor with over 27 years of experience in the industry. Marvin is currently registered with Invesco Advisers, Inc. in Texas. Marvin has previously held positions with AT Investor Services, Inc., AMVESCAP Services, Inc., Scudder Investor Services, Inc., Phoenix Equity Planning Corporation, and ALPS Mutual Funds Services, Inc. Marvin holds a Series 6, 7, 63, SIE and Series 79TO. Marvin is also a Chartered Financial Analyst.

Firm Information

Marvin Flewellen 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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Marvin Flewellen’s Registration & Firm History

GA

06/14/2017 - Present

Invesco Advisers, Inc. (ATLANTA GA)

KY

07/15/2005 - 12/07/2007

AT INVESTOR SERVICES, INC. (LOUISVILLE KY)

GA

04/03/2003 - 07/15/2005

AMVESCAP SERVICES, INC. (ATLANTA GA)

NY

04/02/2001 - 05/08/2002

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

CT

01/02/1996 - 11/13/2000

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CO

02/18/1994 - 01/02/1996

ALPS MUTUAL FUNDS SERVICES, INC. (DENVER CO)

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Licenses & Designations

BC

Issued 02/25/1994

Series 63 - Uniform Securities Agent 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 03/07/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marvin Edward Flewellen.
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