ZG
ZG

Zahra Guest

17 Years of Experience
Atlanta, GA
Broker

Zahra Guest is a registered investment advisor at Invesco Advisers, INC., based in Atlanta, GA, with 17 years of industry experience. Zahra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.

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Location

1331 Spring Street Nw, Suite 2500, Atlanta, GA, 30309

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Invesco Distributors, INC.Broker
November 2017 - Present · 8 yrs 6 mos
Invesco Advisers, INC.
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Invesco Advisers, INC.
September 2014 - November 2015 · 1 yr 2 mos
Invesco Distributors, INC.Broker
September 2014 - November 2015 · 1 yr 2 mos
Strategic Advisers, INC.
May 2010 - September 2014 · 4 yrs 4 mos
Fidelity Brokerage Services LLCBroker
September 2009 - September 2014 · 5 yrs
Advantage Capital CorporationBroker
July 2008 - March 2009 · 8 mos
Royal Alliance Associates, INC.Broker
July 2008 - April 2009 · 9 mos
Sagepoint Financial, INC.Broker
July 2008 - April 2009 · 9 mos
American General Securities IncorporatedBroker
July 2008 - October 2008 · 3 mos
Fsc Securities Corporation
June 2007 - April 2009 · 1 yr 10 mos
Fsc Securities CorporationBroker
May 2007 - April 2009 · 1 yr 11 mos
Ameriprise Financial Services, INC.
September 2005 - September 2006 · 1 yr
Ameriprise Financial Services, INC.Broker
July 2005 - September 2006 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
July 2005 - July 2006 · 1 yr
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.