Kelly Taylor (CRD# 5852459) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Dewitt, MI and has over 13 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Advisors | Lansing, MI | Sep 2016 - Current | 7 |
| Voya Financial | Lansing, MI | Sep 2014 - Current | 9 |
| Voya Retirement Advisors | Lansing, MI | Sep 2014 - Sep 2016 | 2 |
| Ing Investment Advisors, LLC | Lansing, MI | Oct 2010 - Sep 2014 | 3 |
| Ing | Lansing, MI | Jun 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- MI
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Total Assets Under Management27,041MILLIONS
-
Total Number of Accounts11,767ACCOUNTS
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Average Account Value$2,298,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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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