Julie
Pedersen-Mcdevitt

Voya Retirement Advisors, LLC

CRD#4217525
Investment Advisor
in Lake Oswego, OR

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About this Advisor

Julie Pedersen-Mcdevitt is a financial advisor based in Lake Oswego, Oregon, working with Voya Retirement Advisors, LLC. Julie has previously held positions at Aldrich Wealth Advisors, Lp, Voya Retirement Advisors, Arcadia Settlements, and Voya Financial Advisors, Inc. Julie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oregon. Currently, Julie is part of Voya Retirement Advisors, LLC, which operates out of Lake Oswego, Oregon. 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 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 Sw Market St. Ste 1700
Lake Oswego, OR 97035

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Voya Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$27,040,741,407

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

136

OR Average: 35
Total Number of Accounts

11,767

OR Average: 690
Average Account Size

$2,298,015

OR Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Julie Pedersen-Mcdevitt Work History

2018 - Present (6 years)

Voya Retirement Advisors

2018 - Present (6 years)

Voya Financial Advisors, Inc

2017 - 2018 (1 year)

Arcadia Settlements

2013 - 2017 (4 years)

Aldrich Wealth Advisors, Lp

Disclosures

Please visit the SEC profile of Julie Pedersen-Mcdevitt 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

Willie Griffin
Charlotte, NC
Daniel Angelillo
Windsor, CT
Ridha Durrani
Frisco, TX
Gordon Ward
Windsor, CT
William Trunick
Windsor, CT
Matthew Maver
Windsor, CT
Brennan Hunt
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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