Steven Kagy (CRD# 4433950) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Fulshear, TX and has over 15 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5619901
J.p. Morgan Securities LLC
CRD# 1941926
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco | Houston, TX | Aug 2018 - Current | 5 |
| Unemployed | Ladera Ranch, CA | Mar 2018 - Aug 2018 | < 1 |
| Pimco Investments LLC | Newport Beach, CA | Feb 2011 - Mar 2018 | 7 |
| Pacific Investment Management Company LLC | Newport Beach, CA | Jun 2002 - Mar 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- TX
-
Total Assets Under Management746,325MILLIONS
-
Total Number of Accounts38,517ACCOUNTS
-
Average Account Value$19,376,520
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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