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Vincent De martel

Invesco Advisers, Inc.

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About Vincent De martel

Vincent De Martel is a financial advisor registered with Invesco Advisers, Inc. Vincent has been in the industry for over 10 years and has a wide range of experience. Vincent has held previous positions at BlackRock Investments, LLC and O3 Capital, LLC, where he provided investment advice and portfolio management services to clients. Vincent is a Chartered Financial Analyst (CFA) and holds the Series 7, 24 and 63 licenses. Vincent specializes in providing investment advice to individuals, businesses, and investment companies. Vincent is also a Registered Investment Advisor (RIA) in Texas. Vincent is dedicated to providing his clients with personalized investment advice and portfolio management services to help them reach their financial goals.

Firm Information

Vincent De martel 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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Vincent De martel’s Registration & Firm History

CA

04/26/2018 - Present

Invesco Advisers, Inc. (San Francisco CA)

CA

12/19/2013 - 08/17/2016

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2015

Series 24 - General Securities Principal Examination

BC

Issued 08/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent De martel.
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