Colin Welton (CRD# 3099776) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Indianapolis, IN and has over 25 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Partners, LLC | Indianapolis, IN | Jun 2015 - Current | 8 |
| Voya | Indianapolis, IN | May 2015 - Current | 8 |
| Mass Mutual Financial Group | Whitestown, IN | Apr 2006 - May 2015 | 9 |
| Mml Investor Services, Inc. | Whitestown, IN | Apr 2006 - May 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- IN
-
Total Assets Under Management27,041MILLIONS
-
Total Number of Accounts11,767ACCOUNTS
-
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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