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Charles Andrew Koch

Invesco Advisers, Inc.

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About Charles Andrew Koch

Charles Koch is a financial advisor with Invesco Advisers, Inc. Charles is licensed in 53 states and the District of Columbia and has been active in the industry since 2003. Charles has a Series 66, Series 7, Series 24, Series 51, and SIE licenses. In addition to Invesco Advisers, Inc., Charles has worked with Legg Mason Investor Services, LLC and Citigroup Global Markets Inc.

Firm Information

Charles Koch is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Charles Koch’s Registration & Firm History

CO

11/04/2011 - Present

Invesco Advisers, Inc. (Greenwood Village CO)

CT

12/01/2005 - 08/08/2011

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

03/07/2003 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/2018

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/28/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Andrew Koch.
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