Alex
Lakatos

Invesco Advisers, Inc

CRD#6510660
Investment Advisor
in Atlanta, GA
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About this Advisor

Alex Lakatos is a financial advisor working out of Atlanta, Georgia, who has 11 years of professional experience. Lakatos is an advisor for Invesco Advisers, Inc. Their career trajectory has included roles at Forest Hills Central High School, Detroit Tigers, Raymond James & Associates, Inc, University Of Michigan and Invesco Distributors, Inc. Lakatos holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Invesco Advisers, Inc is a firm that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 12 locations and a total of 2,786 financial advisors. It administers $472 billion in assets across its 21,628 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises eight charitable organizations. The advisory firm performs a number of services, such as 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. A financial advisor's fees usually vary depending on which service is provided. However, fees charged by Invesco Advisers, Inc most likely consist of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

11 years

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

Disclosures

No

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$423,487,178,210

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

2,786

GA Average: 58
Total Number of Accounts

23,510

GA Average: 1,608
Average Account Size

$18,013,066

GA Average: $2,220,225

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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

Alex Lakatos Work History

Alex has 11 years of experience.

2016 - Present (3 years)

Invesco Distributors, Inc

2014 - 2015 (1 year)

Detroit Tigers

2014 - 2016 (2 years)

Raymond James & Associates, Inc

2010 - 2014 (4 years)

University Of Michigan

2007 - 2010 (3 years)

Forest Hills Central High School

Disclosures

Alex Lakatos has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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