David Cole, financial advisor Glastonbury CT
96 score

David Cole

CRD Number: 1150117
Current Firm: Voya Financial Advisors, Inc.

David Cole (CRD# 1150117) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Glastonbury, CT and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Voya Financial Advisors Des Moines, IA Sep 2014 - Current 2
People's United Bank/r.c. Knox & Company, Inc. Bridgeport, CT Oct 1999 - Dec 2014 15
Ing Financial Partners, Inc. Des Moines, IA Nov 2008 - Sep 2014 5
Fairport Capital, Inc. Westport, CT Jul 1993 - Nov 2008 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
Contact Info for David B. Cole
Phone Number: 1-800-356-2906
Registered State(s):
  • CT
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
96
Clean Record
This advisor has a clean track record with regulators.

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