Aaron
Lavigne

Voya Financial Advisors, Inc

CRD#6111285
Investment Advisor
in Windsor, CT

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About this Advisor

Aaron Lavigne is a financial advisor working in Windsor, Connecticut, who has 8 years of industry experience. Lavigne is on the advisory team at Voya Financial Advisors, Inc. Lavigne has gained experience at Ing, Ing Financial Advisers, Voya Financial, Voya Financial Partners and Voya Financial Advisors, Inc. Lavigne has Series 66 and Series 63 licenses, qualifying them as a securities broker, and can work in Connecticut, New York and Texas. Voya Financial Advisors, Inc is an advisory business based out of Windsor, CT. It has offices in 299 locations and a total of 605 advisors. It oversees $2 billion in assets between its 13,909 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 13,909 client accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. Voya Financial Advisors, Inc offers a number 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 charged by financial advisors largely vary depending on which service is provided. Fee types charged by Voya Financial Advisors, Inc can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

One Orange Way, C4-S
Windsor, CT 06095

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

CT Average: $5,297,377,271
Total Number of Employees

605

CT Average: 35
Total Number of Accounts

13,909

CT Average: 690
Average Account Size

$173,339

CT Average: $7,677,358

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

Aaron Lavigne Work History

Aaron has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Voya Financial Advisors, Inc

2014 - Present (10 years)

Voya Financial

2014 - 2015 (1 year)

Voya Financial Partners

2012 - 2014 (2 years)

Ing

2012 - 2014 (2 years)

Ing Financial Advisers

*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 Aaron Lavigne 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 Voya Financial Advisors, Inc

Joseph Ade
Independence, OH
Ryan Vallee
Windsor, CT
Tanya Campbell
Indianapolis, IN
Scott Andrews
Windsor, CT
Chitman Uppal
Upper Darby, PA
John Dubeansky
Austin, TX
Roosevelt Terry
Windsor, CT
Mitchell Manning
Milwaukee, WI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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