Meredith
Loyd

Invesco Advisers, Inc

CRD#5776811
Investment Advisor
in Highlands Ranch, CO

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About this Advisor

Meredith Loyd is a financial advisor based in Highlands Ranch, Colorado, working with Invesco Advisers, Inc. Meredith has previously held positions at Wells Fargo Advisors Financial Network, LLC, Oppenheimerfunds, Invesco, Merrill Lynch, Pierce, Fenner, & Smith Inc/Merrill Edge, and Victory Capital Management. Meredith has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Meredith is part of Invesco Advisers, Inc, which operates out of Highlands Ranch, Colorado. The firm has 13 offices and 2,895 employees. The firm manages assets totaling $746.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Invesco Advisers, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Highlands Ranch, CO

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$746,325,416,693

CO Average: $3,570,121,308
Total Number of Employees

2,895

CO Average: 58
Total Number of Accounts

38,517

CO Average: 1,608
Average Account Size

$19,376,520

CO Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Meredith Loyd Work History

2023 - Present (2 years)

Invesco

2019 - 2023 (4 years)

Victory Capital Management

2017 - 2019 (2 years)

Oppenheimerfunds

2015 - 2017 (2 years)

Wells Fargo Advisors Financial Network, LLC

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner, & Smith Inc/Merrill Edge

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Meredith Loyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invesco Advisers, Inc

Paul Schroeder
Downers Grove, IL
Danielle Singer
New York, NY
Victor Monte
Humble, TX
Eric Fracasso
Huntington, NY
Joseph Baker
Richmond, VA
Christopher Letsinger
Atlanta, GA
Meredith Loyd
Highlands Ranch, CO

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