Karla
Greer

Voya Financial Advisors, Inc

CRD#2256192
Investment Advisor
in Seattle, WA
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About this Advisor

Karla Greer is a chartered financial consultant based in Seattle, Washington, with a total of 16 years of financial industry experience. Greer works at Voya Financial Advisors, Inc. Their career trajectory has included roles at Ing, Ing Financial Advisers, LLC, Ing Financial Partners, Inc, Madrona Financial Group and Voya Financial Advisors. Greer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Voya Financial Advisors, Inc is an advisory business headquartered in Seattle, Washington. The investment advisory business has offices in 653 locations and a total of 1,710 advisors. It handles $14 billion in total assets across its 73,078 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the services offered. However, fee types charged by Voya Financial Advisors, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

16 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

Yes

Office Location

520 Pike Street Ste 985
Seattle, WA 98101

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$14,402,711,855

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

1,710

WA Average: 166
Total Number of Accounts

73,078

WA Average: 7,189
Average Account Size

$197,087

WA 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

Karla Greer Work History

Karla has 16 years of experience.

2014 - Present (5 years)

Madrona Financial Group

2014 - Present (5 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2010 - 2011 (1 years)

Ing

2002 - 2011 (9 years)

Ing Financial Advisers, LLC

Disclosures

Karla Greer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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