Advisor at VOYA Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
VOYA Financial Advisors, Inc.
Location
Newtown Square, PA
Credentials
Series 63, Series 66
Industry experience
3 years
Commissions charged on certain broker-dealer products and services
Hourly rates for additional consultations beyond standard financial planning sessions
Account minimum: $15,000 Minimum fee: $5,000 administrative fee (non-negotiable) for certain advisory programs
Voya Financial Advisors
2025 - Present (1 year)
Robert Half
2025 - 2025 (1 year)
Unemployed
2025 - 2025 (1 year)
Casey Securities, LLC
2024 - 2025 (1 year)
RFA Securities LLC
2023 - 2024 (1 year)
The Vanguard Group, Inc.
2022 - 2023 (1 year)
Unemployed
2021 - 2022 (1 year)
Siemens Corporation
2021 - 2021 (1 year)
Siemens Corporation
2018 - 2021 (3 years)
Unemployed
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Unemployed
2016 - 2017 (1 year)
Homemaking
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Bellows Falls, VT
Edward Jones
CFP®, Series 66
Springfield, VT
Edward Jones
CFP®, Series 66
Walpole, NH
Edward Jones
ChFC®, Series 66
Springfield, VT
Edward Jones
CFP®, Series 65
Chester, VT
Afs Wealth Management Llc
Series 63, Series 65
Townshend, VT
Archer Investment Corporation
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