Cameron
Coleman

Voya Retirement Advisors, LLC

CRD#7347829
Investment Advisor
in Georgetown, TX

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About this Advisor

Cameron Coleman is a financial advisor based in Georgetown, Texas, working with Voya Retirement Advisors, LLC. Cameron has previously held positions at Kleberg Bank, Signature Flight Support, Hhs, Tiff's Treats Cookie Delivery, Proscribe, Student, Valic Financial Advisors, Inc, Agia, and Voya. Cameron has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Cameron is part of Voya Retirement Advisors, LLC, which operates out of Georgetown, Texas. 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

Georgetown, TX

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Voya Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$27,040,741,407

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

136

TX Average: 35
Total Number of Accounts

11,767

TX Average: 690
Average Account Size

$2,298,015

TX Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Cameron Coleman Work History

2023 - Present (1 year)

Voya

2022 - 2023 (1 year)

Agia

2021 - 2023 (2 years)

Valic Financial Advisors, Inc

2020 - 2020 (< 1 year)

Kleberg Bank

2019 - 2020 (1 year)

Signature Flight Support

2019 - 2019 (< 1 year)

Hhs

2018 - 2018 (< 1 year)

Tiff'S Treats Cookie Delivery

2017 - 2018 (1 year)

Proscribe

2010 - 2017 (7 years)

Student

Disclosures

Please visit the SEC profile of Cameron Coleman 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
Theresa Copson
Windsor, CT
Ridha Durrani
Frisco, TX
Michelle Stewart
Houston, TX
Caesar Rossitto
Windsor, CT
Matthew Maver
Windsor, CT
Lisa Morgan
Windsor, CT
Clare Daily
Dallas, TX

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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