linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mason Billock

Invesco Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mason? Claim Your Profile

About Mason Billock

Mason Billock is a financial advisor with Invesco Advisers, Inc., based in Winters, CA. Mason has been in the financial industry since November 2003. Mason holds the Series 6, 7, and 63 licenses and has earned the Certified Financial Planner and Chartered Financial Analyst designations. Mason has previously worked at NYLIFE DISTRIBUTORS LLC, NORTHERN LIGHTS DISTRIBUTORS, LLC, HATTERAS CAPITAL, ARCHER DISTRIBUTORS, LLC, and PRINCIPAL FUNDS DISTRIBUTOR, INC. Mason specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Mason Billock 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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mason Billock’s Registration & Firm History

CA

08/27/2024 - Present

Invesco Advisers, Inc. (Winters CA)

NJ

02/04/2019 - 06/06/2022

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

NE

05/18/2016 - 01/23/2019

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

NC

11/11/2013 - 05/02/2016

HATTERAS CAPITAL (RALEIGH NC)

MD

10/11/2012 - 10/21/2013

ARCHER DISTRIBUTORS, LLC (LAUREL MD)

NE

06/30/2008 - 10/12/2012

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

IA

10/06/2004 - 07/02/2007

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

WI

08/19/2002 - 09/28/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

Not sure if Mason Billock is right for you?

Licenses & Designations

BC

Issued 06/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mason Billock.
Not sure if Mason Billock is right for you?