Joel
Suarez

Voya Financial Advisors, Inc

CRD#3244934
Investment Advisor
in Dallas, TX
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About this Advisor

Joel Suarez is a certified financial planner and chartered financial consultant in Dallas, Texas. Currently a registered advisor with Voya Financial Advisors, Inc, they have gathered 11 years of work experience as a financial advisor. Suarez maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Suarez can work with clients based out of Texas. Their career trajectory has included roles at Ing Financial Advisers LLC, Ing Financial Partners, Inc, Voya Financial Partners and Voya Financial Advisors. Voya Financial Advisors, Inc is based out of Dallas, Texas, and has 653 offices across the United States. Overall, Voya Financial Advisors, Inc manages $14 billion in assets throughout 73,078 client accounts and employs more than 1,710 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 12,048 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 73,078 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Voya Financial Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

14643 Dallas Pkwy Suite 650
Dallas, TX 75254

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$13,452,055,842

TX Average: $9,259,360,772
Total Number of Employees

1,696

TX Average: 166
Total Number of Accounts

74,955

TX Average: 7,189
Average Account Size

$179,468

TX Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Joel Suarez Work History

Joel has 11 years of experience.

2014 - Present (5 years)

Voya Financial Partners

2014 - Present (5 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2007 - 2014 (7 years)

Ing Financial Advisers LLC

Disclosures

Joel Suarez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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