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Patrick Mullins

Invesco Managed Accounts, LLC

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About Patrick Mullins

Patrick Mullins is a financial advisor with Invesco Managed Accounts, LLC, based in Franklin, MA. Patrick has been in the financial services industry since 1996 and is a Certified Financial Planner. Patrick's previous experience includes roles at Columbia Management Investment Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC of America Investment Services, Inc.

Firm Information

Patrick Mullins is currently registered with Invesco Managed Accounts, LLC. Invesco Managed Accounts, LLC is an investment advisor registered with the SEC. The firm provides portfolio management for individuals and businesses. Invesco Managed Accounts, LLC manages approximately $17.54 billion in assets for 7,462 accounts. The firm's main office is located in Seattle, Washington.
Invesco Managed Accounts, LLC

2001 SIXTH AVE.

SEATTLE, WA 98121

$17.54B

Assets Under Management

Not reported

Total Clients

16

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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Patrick Mullins’s Registration & Firm History

MA

09/06/2022 - Present

Invesco Managed Accounts, LLC (Franklin MA)

MA

02/14/2018 - 06/23/2022

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

10/23/2009 - 01/15/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

12/11/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

RI

08/09/2002 - 12/05/2006

CCO INVESTMENT SERVICES CORP. (SMITHFIELD RI)

RI

01/01/1997 - 11/29/2001

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

05/15/1996 - 11/26/1996

1784 INVESTOR SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 11/21/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Mullins.
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