Kathi Clinton (CRD# 1776374) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lisle, IL and has over 29 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial | Lisle, IL | Sep 2014 - Current | 9 |
| Voya Financial Partners | Lisle, IL | Sep 2014 - Current | 9 |
| Voya Financial Advisors | Lisle, IL | Sep 2014 - Current | 9 |
| Ing Financial Partners, Inc. | Lisle, IL | Jan 2011 - Sep 2014 | 3 |
| Ing Financial Advisers, LLC | Lisle, IL | May 2002 - Sep 2014 | 12 |
| Ing | Lisle, IL | Nov 2000 - Sep 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- IL
- NY
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Total Assets Under Management2,685MILLIONS
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Total Number of Accounts13,923ACCOUNTS
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Average Account Value$192,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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