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Meredith Wyatt Loyd

Invesco Advisers, Inc.

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About Meredith Wyatt Loyd

Meredith Loyd is a financial advisor currently registered with Invesco Advisers, Inc. Meredith has been working in the financial industry since August 2010 and has a broad range of experience with different financial firms. Meredith is licensed to conduct business in 53 states and specializes in investment management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Meredith Loyd 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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Meredith Loyd’s Registration & Firm History

CO

06/08/2023 - Present

Invesco Advisers, Inc. (Highlands Ranch CO)

CO

06/25/2019 - 06/06/2023

VICTORY CAPITAL SERVICES, INC. (Greenwood Village CO)

CO

09/07/2017 - 06/03/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

GA

09/17/2015 - 09/05/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ALPHARETTA GA)

FL

06/23/2011 - 08/31/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

NY

06/09/2010 - 05/20/2011

MSCS FINANCIAL SERVICES, LLC (EDGEWOOD NY)

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Licenses & Designations

BOTH

Issued 08/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/07/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meredith Wyatt Loyd.
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