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Tracy Dwayne Fielder

Invesco Advisers, Inc.

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About Tracy Dwayne Fielder

Tracy Dwayne Fielder is an active investment advisor representative with Invesco Advisers, Inc., registered in Texas. Tracy has been in the industry since August 16, 2000. Prior to joining Invesco Advisers, Inc., Tracy worked at VALIC FINANCIAL ADVISORS, INC. and VAN KAMPEN FUNDS INC. Tracy holds the Series 6, 7, 24, 63, and 65 securities licenses. Tracy specializes in Portfolio Management for Individuals, Investment Companies, Pooled Investment Vehicles, and Businesses.

Firm Information

Tracy Fielder 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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Tracy Fielder’s Registration & Firm History

TX

08/11/2017 - Present

Invesco Advisers, Inc. (Houston TX)

TX

11/19/2001 - 10/29/2009

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

11/21/1997 - 08/19/1999

VAN KAMPEN FUNDS INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Dwayne Fielder.
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