Voya Financial Advisors, Inc
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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
Years of Experience
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Voya Financial Advisors, Inc Brokerage Details
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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.
Voya Financial Advisors
Ing Financial Partners, Inc
Qa3 Financial Corp
Qa3 Financial LLC
Warren Lee has no disclosures.
Please visit their SEC profile for more details.