Timothy
Merwin
Voya Financial Advisors, Inc
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About this Advisor
Timothy Merwin is a financial advisor based in Redlands, California, working with Voya Financial Advisors, Inc. Timothy has previously held positions at Fmn Capital Corporation, Matrix Imaging, Aon Hewitt, Financial Management Network Inc, and Voya Financial Advisors. Timothy has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Timothy is part of Voya Financial Advisors, Inc, which operates out of Redlands, California. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,684,787,857
529
13,923
$192,831
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
Timothy Merwin Work History
Voya Financial Advisors
Fmn Capital Corporation
Financial Management Network Inc
Fmn Capital Corporation
Matrix Imaging
Aon Hewitt
Disclosures
Please visit the SEC profile of Timothy Merwin 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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