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BK

Brian M. Kichton

INVESCO ADVISERS
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 6888104
BK

Professional summary


Brian Mark Kichton, who also goes by Brian Mark Kichton, Brian M Kichton, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Atlanta, Georgia and INVESCO DISTRIBUTORS, INC. located in Atlanta, Georgia.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Brian has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brian Mark Kichton | Brian M Kichton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. As of February 2008, (Self-Employed) Personal Trainer, located at Atlanta, GA. Online/in-person personal training. Fitness book Sales on Amazon. This is not investment related. Will devote eight hours per month toward this activity - zero hours during securities trading hours. 2. As of June 2024 - Competitor - Pro Strongman - Strongman Champions League, located at 382 De La Croiseti�re Nord, Saint Jean Sur Richelieu, Quebec, J2X 5N5, Canada. Responsibilities include participating in strongman competitions worldwide. Eligible for cash prizes/other payments. This activity is not investment related. Will devote ten hours per month toward this activity - zero hours during securities trading hours. 3. As of August 2024 - Brand Ambassador - Silverback Gymwear, located at 28 B1 Harris Business Park, Stoke Prior, Bromsgrove, B60 4DJ, England. Responsibilities include wear the clothing and post on social media occasionally. This activity is not investment related. Will devote one hour per month toward this activity - zero hours during securities trading hours. (4) LIFELINE ANIMAL/FULTON COUNTY ANIMAL SERVICES; NOT INVESTMENT RELATED; 1251 FULTON INDUSTRIAL BLVD NW, ATLANTA, GEORGIA 30336, USA; ANIMAL SHELTER FOR FULTON COUNTY; VOLUNTEER; START: 07/2025; 12-24 HRS/MO, NOT DURING TRADING HOURS; NO SET SCHEDULE OR DUTIES - DOG WALKING, WASHING, CLEANING KENNELS, LAUNDRY, TRANSPORTING, MATCH-MAKING WITH POTENTIAL ADOPTERS, ETC.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brian Mark Kichton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 13, 2025 - Present

INVESCO ADVISERS, INC.

Office #1: 1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
RIA
CRD#: 105360
Atlanta, GA
Current

January 13, 2025 - Present

INVESCO DISTRIBUTORS, INC.

Office #1: 1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
BD
CRD#: 7369
Atlanta, GA
Past

May 25, 2022 - December 16, 2024

AMUNDI ASSET MANAGEMENT US, INC.

RIA
CRD#: 107719
BOSTON, MA
Past

March 8, 2022 - December 16, 2024

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

April 30, 2019 - May 6, 2019

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Burlington, MA
Past

February 22, 2018 - December 5, 2019

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BURLINGTON, MA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.

CRD#: 105360 / SEC#: 801-33949

RIA
Registered Investment Advisory firm - (12/30/1988 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/13/2025)
RR
Alaska
(1/13/2025)
RR
Arizona
(1/13/2025)
RR
Arkansas
(1/13/2025)
RR
California
(1/13/2025)
RR
Colorado
(1/13/2025)
RR
Connecticut
(1/13/2025)
RR
Delaware
(1/13/2025)
RR
District of Columbia
(1/13/2025)
RR
Florida
(1/13/2025)
RR
Georgia
(1/13/2025)
RR
Hawaii
(1/13/2025)
RR
Idaho
(1/13/2025)
RR
Illinois
(1/13/2025)
RR
Indiana
(1/13/2025)
RR
Iowa
(1/13/2025)
RR
Kansas
(1/13/2025)
RR
Kentucky
(1/13/2025)
RR
Louisiana
(1/13/2025)
RR
Maine
(1/13/2025)
RR
Maryland
(1/13/2025)
RR
Massachusetts
(1/13/2025)
RR
Michigan
(1/13/2025)
RR
Minnesota
(1/13/2025)
RR
Mississippi
(1/13/2025)
RR
Missouri
(1/13/2025)
RR
Montana
(1/13/2025)
RR
Nebraska
(1/13/2025)
RR
Nevada
(1/13/2025)
RR
New Hampshire
(1/13/2025)
RR
New Jersey
(1/13/2025)
RR
New Mexico
(1/13/2025)
RR
New York
(1/13/2025)
RR
North Carolina
(1/13/2025)
RR
North Dakota
(1/13/2025)
RR
Ohio
(1/13/2025)
RR
Oklahoma
(1/13/2025)
RR
Oregon
(1/13/2025)
RR
Pennsylvania
(1/13/2025)
RR
Puerto Rico
(1/13/2025)
RR
Rhode Island
(1/13/2025)
RR
South Carolina
(1/13/2025)
RR
South Dakota
(1/13/2025)
RR
Tennessee
(1/13/2025)
RR
Texas
(1/13/2025)
IAR
Texas
(1/13/2025)
RR
Utah
(1/13/2025)
RR
Vermont
(1/13/2025)
RR
Virgin Islands
(1/13/2025)
RR
Virginia
(1/13/2025)
RR
Washington
(1/13/2025)
RR
West Virginia
(1/13/2025)
RR
Wisconsin
(1/13/2025)
RR
Wyoming
(1/13/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/19/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/25/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/7/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.

CRD#: 105360 / SEC#: 801-33949

RIA
Registered Investment Advisory firm - (12/30/1988 Approved)
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Contact information


Main Address
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
Mailing Address
11 Greenway Plaza Suite 1000, Houston, TX 77046
Phone number
(404) 892-0896
Established
Firm type
Fiscal year end
# of Employees
2,872

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVESCO ADVISERS, INC. FIRM BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts61,236
AUM (Assets Under Management)$ 756,881,223,229

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/27/2024
Cover Page
10/27/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVESCO ADVISERS, INC.

CRD#: 105360Atlanta, GA 30309

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