Charles
Yu
Voya Financial Advisors, Inc
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About this Advisor
Charles Yu is a financial advisor based out of Wilsonville, Oregon with a total of 1 year of industry experience. Yu is currently employed by Voya Financial Advisors, Inc. Their career trajectory has included roles at Holland Partner Group, LLC, Country Capital Management, Foresters Financial Services, Voya Financial Advisors, Inc, Voya Retirement Advisors, Resources Investment Advisors, LLC and Triad Advisors. Yu holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Oregon. Voya Financial Advisors, Inc is a registered investment business that has its headquarters in Windsor, CT. The firm has offices in 299 locations and a total of 605 advisors. It manages $2 billion in total assets between its 13,909 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 13,909 accounts, 17% are held by high-net-worth clients who have more than $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. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Voya Financial Advisors, Inc can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,410,968,380
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
605
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
13,909
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$173,339
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
Charles Yu Work History
Charles has been registered as a financial advisor for 1 years.*
Voya Financial Advisors, Inc
Resources Investment Advisors, LLC
Triad Advisors
Voya Retirement Advisors
Voya Financial Advisors, Inc
Foresters Financial Services
Foresters Financial Services
Foresters Financial Services
Country Capital Management
Holland Partner Group, LLC
*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 Charles Yu 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
Nashville, TN
Austin, TX
Milwaukee, WI
Dublin, OH
Roslyn, NY
Braintree, MA
Windsor, CT
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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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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