Warren
Lee

Voya Financial Advisors, Inc

CRD#3246138
Investment Advisor
in Atlanta, GA
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About this Advisor

Warren Lee is a certified financial planner based in Atlanta, Georgia. Currently a registered financial advisor at Voya Financial Advisors, Inc, Lee has 15 years of professional experience as a financial advisor. Lee has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Lee is able to operate in Georgia and Texas. Throughout their career, Lee has worked at Qa3 Financial Corp, Qa3 Financial LLC, Ing Financial Partners, Inc and Voya Financial Advisors. Voya Financial Advisors, Inc is headquartered in Atlanta, Georgia, and operates out of 653 offices in the nation. As a company, Voya Financial Advisors, Inc manages $14 billion in assets throughout 73,078 client accounts and employs more than 1,710 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 12,048 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 73,078 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Voya Financial Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

934 Glenwood Ave # 140
Atlanta, GA 30316

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$13,452,055,842

GA Average: $9,259,360,772
Total Number of Employees

1,696

GA Average: 166
Total Number of Accounts

74,955

GA Average: 7,189
Average Account Size

$179,468

GA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Warren Lee Work History

Warren has 15 years of experience.

2014 - Present (5 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2003 - 2011 (8 years)

Qa3 Financial Corp

2003 - 2011 (8 years)

Qa3 Financial LLC

Disclosures

Warren Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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