Steven PlattCRD Number: 4508072
Current Firm: Voya Financial Advisors, Inc.
Steven Platt (CRD# 4508072) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Portland, OR and has over 15 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Voya Financial Advisors||Portland, OR||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Portland, OR||Jan 2011 - Sep 2014||3|
|Ing Financial Advisers, LLC||Carson City, NV||Jun 2005 - Dec 2010||5|
|Ing||Carson City, NV||Jun 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV