Graham
Forssman

Invesco Advisers, Inc

CRD#6472229
Investment Advisor
in Houston, TX

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About this Advisor

Graham Forssman is a financial advisor in Houston, Texas. Currently an investment advisor at Invesco Advisers, Inc, Forssman has 10 years of experience in the financial advisory industry. Forssman holds a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Forssman is able to act as a financial advisor in Texas. Throughout their career, Forssman has worked at Invesco Distributors, Inc, Lukes'S Locker, Rustika Cafe and Texas A&M. Invesco Advisers, Inc is based out of Houston, Texas, and operates out of 15 additional brick-and-mortar locations in the country. As a company, Invesco Advisers, Inc manages $658 billion in assets across 24,319 accounts and retains more than 3,183 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 5,277 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 24,319 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Invesco Advisers, Inc can provide 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 firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 66

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

11 Greenway Plaza Suite 1000
Houston, TX 77046-1173

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$658,414,165,355

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

3,183

TX Average: 58
Total Number of Accounts

24,319

TX Average: 1,608
Average Account Size

$27,074,064

TX 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

Graham Forssman Work History

Graham has 11 years of experience.

2015 - Present (5 years)

Invesco Distributors, Inc

2011 - 2015 (4 years)

Lukes'S Locker

2010 - 2011 (1 year)

Rustika Cafe

2009 - 2010 (1 year)

Texas A&M

Disclosures

Graham Forssman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invesco Advisers, Inc

Dyice Ellis-Beckham
Atlanta, GA
Stephen Donovan
Denver, CO
Cole Kopacek
Atlanta, GA
Jarrod Brown
Atlanta, GA
Tracy Fielder
Houston, TX
Courtney Folkerts
Houston, TX
Brooks Monroe
Dallas, TX
David Tokar
Atlanta, GA

This content was compiled from the SEC and FINRA.

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