Meredith Loyd (CRD# 5776811) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Highlands Ranch, CO and has over 12 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco | Downers Grove, IL | Jun 2023 - Current | < 1 |
| Victory Capital Management | Brooklyn, OH | Jun 2019 - Jun 2023 | 4 |
| Oppenheimerfunds | Denver, CO | Sep 2017 - May 2019 | 1 |
| Wells Fargo Advisors Financial Network, LLC | Alpharetta, GA | Sep 2015 - Aug 2017 | 1 |
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated/merrill Edge | Jacksonville, FL | May 2014 - Aug 2015 | 1 |
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated/merrill Edge | Jacksonville, FL | Apr 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- TX
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Total Assets Under Management746,325MILLIONS
-
Total Number of Accounts38,517ACCOUNTS
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Average Account Value$19,376,520
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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