James
Carmichael

Voya Financial Partners, LLC

CRD#5855207
Investment Advisor
in Houston, TX

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About this Advisor

James Carmichael is a financial advisor who works out of Houston, Texas, with a total of 1 year of relevant experience. Carmichael is currently employed by Voya Financial Partners, LLC. During their career, Carmichael has held roles 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. Carmichael holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Voya Financial Partners, LLC is a registered investment company that has its headquarters in Windsor, CT. The investment advisory business has a total of 55 advisors. The company offers pension consulting services. Fees for financial advisory services depend on which services the firm provides the client. Fee types billed by Voya Financial Partners, LLC typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Pension consulting services

Fee Structure

Others

Office Location

Houston, TX

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Voya Financial Partners, LLC Brokerage Details

Total Number of Employees

55

TX Average: 35

Investment Advisory Services

  • Pension consulting services

James Carmichael Work History

James has been registered as a financial advisor for 1 years.*

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

*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 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 Financial Partners, LLC

Clare Daily
Farmington, CT
Theresa Copson
Windsor, CT
William Hayward
Parker, CO
Matthew Donahue
Wrentham, MA
Timothy Foley
Sherwood, OR
Daniel Angelillo
Windsor, CT
Marcos Ruiz
Windsor, CT
Oliver Schulz
Darien, 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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