James
Carmichael

Voya Retirement Advisors, LLC

CRD#5855207
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Carmichael is a financial advisor based in Houston, Texas, working with Voya Retirement Advisors, LLC. James has previously held positions at Invesco Distributors, Inc, Invesco Advisers, Inc, Sagepoint Financial, UBS Financial Services Inc, LPL Financial, LLC, Independent Financial Partners, Resources Investment Advisors, Triad Advisors, Voya, and Voya Financial Partners, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, James is part of Voya Retirement Advisors, LLC, which operates out of Houston, 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

Houston, TX

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

James Carmichael Work History

2022 - Present (2 years)

Voya

2022 - Present (2 years)

Voya Financial Partners, LLC

2018 - Present (6 years)

Resources Investment Advisors

2019 - 2022 (3 years)

Triad Advisors

2017 - 2018 (1 year)

Lpl Financial, LLC

2017 - 2018 (1 year)

Independent Financial Partners

2015 - 2017 (2 years)

Ubs Financial Services Inc

2014 - 2015 (1 year)

Sagepoint Financial

2013 - 2014 (1 year)

Invesco Advisers, Inc

2010 - 2014 (4 years)

Invesco Distributors, Inc

Disclosures

Please visit the SEC profile of James Carmichael 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
Caesar Rossitto
Windsor, CT
Wesley Handley
Klamath Falls, OR
Thomas Robinson
Dallas, NC
Theresa Copson
Windsor, CT
William Trunick
Windsor, CT
Ridha Durrani
Frisco, TX
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started