Richard
Longoria

Voya Financial Advisors, Inc

CRD#5390468
Investment Advisor
in Houston, TX

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About this Advisor

Richard Longoria is a financial advisor based in Houston, Texas, working with Voya Financial Advisors, Inc. Richard has previously held positions at Rjg Retirement Services, LLC, Ing Financial Partners, and Voya Financial Advisors. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Richard is part of Voya Financial Advisors, Inc, which operates out of Houston, Texas. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2925 Richmond Ave Suite 1200
Houston, TX 77098

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,684,787,857

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

529

TX Average: 35
Total Number of Accounts

13,923

TX Average: 690
Average Account Size

$192,831

TX Average: $7,677,358

Investment Advisory Services

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

Richard Longoria Work History

2014 - Present (10 years)

Voya Financial Advisors

2013 - Present (11 years)

Rjg Retirement Services, LLC

2014 - 2014 (< 1 year)

Ing Financial Partners

Disclosures

Please visit the SEC profile of Richard Longoria 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 Advisors, Inc

Scott Whitten
West Des Moines, IA
Aaron Ramirez
Edinburg, TX
John Harmatuk
Manlius, NY
Gregory Springfield
Columbus, OH
Eric Greengold
Roslyn, NY
James Bermingham
Federal Way, WA
Chantal Rascon
Windsor, CT
Aaron Cahill
Buffalo, NY

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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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.

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