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Theresa Margaret Boyd

Invesco Advisers, Inc.

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About Theresa Margaret Boyd

Theresa Margaret Boyd is an investment advisor representative registered with Invesco Advisers, Inc. Theresa has been in the industry since June 19, 2018. Theresa is registered with the state of Texas and is currently employed with Invesco Advisers, Inc. Theresa has held previous positions with INVESCO DISTRIBUTORS, INC.. Theresa has passed the Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE), and General Securities Representative Examination (Series 7).

Firm Information

Theresa Boyd 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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Theresa Boyd’s Registration & Firm History

CO

01/21/2021 - Present

Invesco Advisers, Inc. (Arvada CO)

TX

08/15/2016 - 03/19/2019

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 01/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theresa Margaret Boyd.
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