Casey Allison (CRD# 4955134) is an Investment Advisor Representative working at Voya Investment Management Company LLC in New York, NY and has over 18 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Investment Management | Altanta, GA | May 2020 - Current | 3 |
| Voya Investments Distributor, LLC | Windsor, CT | May 2020 - Current | 3 |
| Voya Investment Management Company LLC | New York, NY | May 2020 - Current | 3 |
| Ameriprise Financial Services, Inc. | Atlanta, GA | Feb 2016 - May 2020 | 4 |
| Mercer | Atlanta, GA | Mar 2014 - Feb 2016 | 1 |
| Lpl | Alpharetta, GA | Jul 2013 - Mar 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
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Total Assets Under Management236,710MILLIONS
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Total Number of Accounts62,080ACCOUNTS
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Average Account Value$3,812,981
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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