James
Carmichael

Voya Retirement Advisors, LLC

CRD#5855207
Investment Advisor
in Houston, TX

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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

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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

James Carmichael Work History

2022 - Present (3 years)

Voya

2022 - Present (3 years)

Voya Financial Partners, LLC

2018 - Present (7 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

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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

Clare Daily
Dallas, TX
Lisa Morgan
Windsor, CT
Gordon Ward
Windsor, CT
Daniel Angelillo
Windsor, CT
William Trunick
Windsor, CT
Willie Griffin
Charlotte, NC
Ridha Durrani
Frisco, TX
Theresa Copson
Windsor, CT

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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