Steven Lillard, financial advisor Des Moines IA
93 score

Steven Lillard

CRD Number: 1383429
Current Firm: Voya Financial Advisors, Inc.

Steven Lillard (CRD# 1383429) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Des Moines, IA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Des Moines, IA Sep 2014 - Current 2
Ing Financial Partners, Inc. Des Moines, IA Jun 2006 - Sep 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for Steven A. Lillard
Phone Number: 1-800-356-2906
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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