Travis
Lowe

Voya Retirement Advisors, LLC

CRD#3037344
Investment Advisor
in Braintree, MA

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About this Advisor

Travis Lowe is a financial advisor working in Braintree, Massachusetts who has 5 years of industry experience. Lowe currently works for Voya Retirement Advisors, LLC. Lowe has gained experience at Adp Broker-Dealer, Inc, Adp Inc, Gwfs Equities, Inc, Valic Financial Advisors, Inc, Voya Retirement Advisors, Voya and Voya Financial Partners. Lowe maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Voya Retirement Advisors, LLC is a business headquartered in Windsor, CT. The investment advisory business has a total of 70 people on staff. It controls $18 billion in assets between its 72 customer accounts, making it one of the biggest firms in the nation by assets under management. The business offers portfolio management for individuals and small businesses. A financial advisor's fees usually are based on which service is offered. Fee types charged by Voya Retirement Advisors, LLC most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

30 Braintree Hill Office Park
Braintree, MA 02184

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Voya Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$18,387,622,174

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

70

MA Average: 35
Total Number of Accounts

72

MA Average: 690
Average Account Size

$255,383,641

MA Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Travis Lowe Work History

Travis has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Voya Retirement Advisors

2018 - Present (6 years)

Voya

2018 - Present (6 years)

Voya Financial Partners

2017 - 2018 (1 year)

Valic Financial Advisors, Inc

2013 - 2013 (< 1 year)

Adp Broker-Dealer, Inc

2013 - 2013 (< 1 year)

Adp Inc

2013 - 2017 (4 years)

Gwfs Equities, 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 Travis Lowe 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 Retirement Advisors, LLC

William Trunick
Windsor, CT
Brennan Hunt
Windsor, CT
Travis Lowe
Braintree, MA
Deborah Orlauski
Fresno, CA
Vanessa Giusti
Windsor, CT
Julie Pedersen-Mcdevitt
Lake Oswego, OR
Dexter Cumberbatch
Windsor, CT
Jeffrey Mcmanus
Windsor, CT

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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