Kalman Demott (CRD# 7474792) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Atlanta, GA and has over 2 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Voya Investment Management | Atlanta, GA | Nov 2023 - Current | < 1 |
Voya Investments Distributor, LLC | Windsor, CT | Nov 2023 - Current | < 1 |
Voya Investment Management Co, LLC | New York, NY | Nov 2023 - Current | < 1 |
Bank Of America, N.a. | Norcross, GA | Mar 2022 - Nov 2023 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norcross, GA | Nov 2021 - Nov 2023 | 2 |
Todd Mitchell State Farm | Macon, GA | Jan 2021 - Sep 2021 | < 1 |
Mercer University | Macon, GA | Aug 2017 - May 2021 | 3 |
Globe Life Insurance | Atlanta, GA | May 2020 - Jul 2020 | < 1 |
America Reads America Counts | Macon, GA | Aug 2018 - May 2020 | 1 |
Ga Baptist Childrens Home | Mt Airy, GA | May 2018 - Jul 2018 | < 1 |
Student/unemployed | Americus, GA | Jan 2012 - Aug 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- AK
- AZ
- DE
- GA
- IL
- IN
- KY
- LA
- MI
- NM
- NY
- ND
- OK
- RI
- SC
- TX
- VA
-
Total Assets Under Management241,808MILLIONS
-
Total Number of Accounts96,377ACCOUNTS
-
Average Account Value$2,508,976
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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