Lisa
Hultquist

Invesco Advisers, Inc

CRD#1818416
Investment Advisor
in Atlanta, GA

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About this Advisor

Lisa Hultquist is a financial advisor operating in Atlanta, Georgia, who has been in the financial industry for 24 years. Hultquist is an employee of Invesco Advisers, Inc. Their career trajectory has included roles at A I M Distributors, Inc and Invesco Advisers, Inc. Hultquist holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to serve investors in Texas. Invesco Advisers, Inc is a financial advisory business headquartered in Atlanta, Georgia. It has offices in 15 locations and a total of 3,059 advisors. It administers $805 billion in assets under management between its 29,716 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves six charities and foundations. Invesco Advisers, Inc has a number of services, including 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. Financial management fee schedules usually are based on the services provided. Fee types billed by Invesco Advisers, Inc most likely are comprised of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

24 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

$804,869,054,793

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

3,059

GA Average: 58
Total Number of Accounts

29,716

GA Average: 1,608
Average Account Size

$27,085,377

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

Lisa Hultquist Work History

Lisa has 24 years of experience.

2010 - Present (13 years)

Invesco Advisers, Inc

1998 - Present (25 years)

A I M Distributors, Inc

Disclosures

Lisa Hultquist has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invesco Advisers, Inc

Gregory Seals
Atlanta, GA
Anthony Legault
Seattle, WA
Eric Larsen
Atlanta, GA
Justin Williams
Downers Grove, IL
Mario Pandolfo
Atlanta, GA
Petra Deleo
Downers Grove, IL
Donna Zill
Atlanta, GA
Tracey Luke
San Francisco, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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