Salli
Wells
Voya Financial Advisors, Inc
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About this Advisor
Salli Wells is a financial advisor based out of Redlands, California who has 12 years of relevant experience. Wells works at Voya Financial Advisors, Inc. Over the course of their career, Wells has held roles at Ing Financial Partners, Inc and Voya Financial Partners. Wells has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Voya Financial Advisors, Inc is an advisory business that has its headquarters in Windsor, CT. The investment advisory business has offices in 299 locations and a total of 605 people on staff. It oversees $2 billion in assets between its 13,909 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 13,909 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. Voya Financial Advisors, Inc offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees charged by Voya Financial Advisors, Inc can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,410,968,380
605
13,909
$173,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Salli Wells Work History
Salli has been registered as a financial advisor for 12 years.*
Voya Financial Partners
Ing Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Salli Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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