Kristina
Hooper

Invesco Advisers, Inc

CRD#2699516
Investment Advisor
in New York, NY

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About this Advisor

Kristina Hooper is a certified financial planner based out of New York, New York with a total of 6 years of relevant experience. Hooper currently works for Invesco Advisers, Inc. Over the course of their career, they have held roles at Allianz Global Investors Distributors LLC, Allianz Global Investors U.S. Holdings LLC, Allianz Global Investors U.S. LLC and Invesco. Hooper maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Invesco Advisers, Inc is an advisory business that has its headquarters in Atlanta, GA. The investment advisory business has offices in 14 locations and a total of 3,060 financial advisors. It oversees $738 billion in total assets among its 32,911 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to six charitable organizations. Invesco Advisers, Inc performs a diverse range 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. Financial advisory fee schedules usually depend on which services are provided. Fees charged by Invesco Advisers, Inc most likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

Office Location

225 Liberty St. 11Th Floor
New York, NY 10281

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$738,307,405,774

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

3,060

NY Average: 58
Total Number of Accounts

32,911

NY Average: 1,608
Average Account Size

$22,433,454

NY 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

Kristina Hooper Work History

Kristina has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Invesco

1998 - Present (26 years)

Allianz Global Investors Distributors LLC

2015 - 2016 (1 year)

Allianz Global Investors U.S. LLC

2013 - 2014 (1 year)

Allianz Global Investors U.S. Holdings LLC

2013 - 2014 (1 year)

Allianz Global Investors U.S. LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kristina Hooper 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

Donald Ponder
Atlanta, GA
Eric Fracasso
Huntington, NY
Crista Demasi
Atlanta, GA
Dominick Johnson
Atlanta, GA
Justin Williams
Downers Grove, IL
Brett Boor
Downers Grove, IL
Eric Larsen
Dallas, TX
Stanley Domanski
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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