Thomas
Robinson

Voya Retirement Advisors, LLC

CRD#6698401
Investment Advisor
in Dallas, NC

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About this Advisor

Thomas Robinson is a financial advisor based in Dallas, North Carolina, working with Voya Retirement Advisors, LLC. Thomas has previously held positions at Cuna Brokerage Services, Inc, Truliant Federal Credit Union, Fifth Third Bank, Imaginagami Marketing Company, Cuso Financial Services, Lp, Equitable Distributors, LLC, and Voya. Thomas has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Thomas is part of Voya Retirement Advisors, LLC, which operates out of Dallas, North Carolina. The firm has 1 office and 136 employees. The firm manages assets totaling $27.0 billion. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Voya Retirement Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Dallas, NC

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Voya Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$27,040,741,407

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

136

NC Average: 35
Total Number of Accounts

11,767

NC Average: 690
Average Account Size

$2,298,015

NC Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Thomas Robinson Work History

2023 - Present (2 years)

Voya

2022 - 2023 (1 year)

Equitable Distributors, LLC

2019 - 2022 (3 years)

Cuso Financial Servcies, Lp

2017 - 2019 (2 years)

Cuna Brokerage Services, Inc

2015 - 2022 (7 years)

Truliant Federal Credit Union

2014 - 2015 (1 year)

Fifth Third Bank

2014 - 2014 (< 1 year)

Imaginagami Marketing Company

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Disclosures

Please visit the SEC profile of Thomas Robinson 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

Matthew Maver
Windsor, CT
Ridha Durrani
Frisco, TX
Brennan Hunt
Windsor, CT
Wesley Handley
Klamath Falls, OR
William Trunick
Windsor, CT
Daniel Angelillo
Windsor, CT
Caesar Rossitto
Windsor, CT
Thomas Robinson
Dallas, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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