BA
BA

Britney Anglin

14 Years of Experience
Atlanta, GA
Broker

Britney Anglin is a registered investment advisor at Invesco Advisers, INC., based in Atlanta, GA, with 14 years of industry experience. Britney 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 Advisers, INC.
December 2022 - Present · 3 yrs 5 mos
Invesco Distributors, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Truist Advisory Services, INC.
September 2016 - August 2022 · 5 yrs 11 mos
Suntrust Investment Services, INC.
December 2015 - December 2016 · 1 yr
Truist Investment Services, INC.Broker
September 2015 - August 2022 · 6 yrs 11 mos
Wells Fargo Advisors, LLCBroker
July 2012 - September 2015 · 3 yrs 2 mos
UBS Financial Services INC.
February 2011 - July 2011 · 5 mos
UBS Financial Services INC.Broker
May 2010 - July 2011 · 1 yr 2 mos
State Registrations1 state
GA
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.