Nolan
Lynch

Invesco Advisers, Inc

CRD#6603049
Investment Advisor
in Marina Del Rey, CA

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About this Advisor

Nolan Lynch is a financial advisor based in Marina Del Rey, California, working with Invesco Advisers, Inc. Nolan has previously held positions at Gettysburg College, Ohio National Financial Services, The O.N. Equity Sales Company, Mfs Fund Distributors, Inc, Boston Harbor Cruises, 3Rd Lacrosse, Laxachusetts, Lxtc Lacrosse Training Center, Nuveen Securities, LLC, Nuveen Asset Management, LLC, Dimensional Fund Advisors, and Invesco. Nolan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Nolan is part of Invesco Advisers, Inc, which operates out of Marina Del Rey, California. The firm has 12 offices and 2,872 employees. The firm manages assets totaling $756.9 billion and serves charitable clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Invesco Advisers, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Marina Del Rey, CA

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$756,881,223,229

CA Average: $3,570,121,308
Total Number of Employees

2,872

CA Average: 58
Total Number of Accounts

61,236

CA Average: 1,608
Average Account Size

$12,360,070

CA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Nolan Lynch Work History

2025 - Present (0 year)

Invesco

2023 - Present (2 years)

Dimensional Fund Advisors

2021 - 2023 (2 years)

Lxtc Lacrosse Training Center

2021 - 2023 (2 years)

Nuveen Securities, LLC

2021 - 2023 (2 years)

Nuveen Asset Management, LLC

2016 - 2016 (< 1 year)

The O.N. Equity Sales Company

2016 - 2021 (5 years)

Mfs Fund Distributors, Inc

2016 - 2016 (< 1 year)

Boston Harbor Cruises

2016 - 2016 (< 1 year)

3Rd Lacrosse

2016 - 2021 (5 years)

Laxachusetts

2015 - 2016 (1 year)

Ohio National Financial Services

2012 - 2016 (4 years)

Gettysburg College

Disclosures

Please visit the SEC profile of Nolan Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invesco Advisers, Inc

Scott Waxenbaum
New York, NY
Daniel Mcatamney
Redmond, WA
Carmen Hui
New York, NY
Carl King
North Bend, WA
Ashley Haverly
Heath, TX
Eric Larsen
Dallas, TX
Matthew Collins
Quincy, MA
James Anania
New York, NY

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