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Joshua Ching Lee

Invesco Advisers, Inc.

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About Joshua Ching Lee

Joshua Ching Lee is a registered investment advisor representative with Invesco Advisers, Inc., based in Houston, Texas. Joshua Ching Lee has been in the industry since June 2010. Joshua Ching Lee is registered in Texas and holds the Series 63, Series 65, Series 7, and SIE licenses. Previous experience includes Northwestern Mutual Investment Services, LLC. Joshua Ching Lee is also the owner of SDG PARTNERS, LLC, a real estate investment company. Joshua Ching Lee specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Joshua Lee 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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Joshua Lee’s Registration & Firm History

TX

07/21/2011 - Present

Invesco Advisers, Inc. (Houston TX)

TX

06/21/2010 - 06/14/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 07/18/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Ching Lee.
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