Richard Brill, financial advisor Thousand Oaks CA
93 score

Richard Brill

CRD Number: 5470147
Current Firm: Voya Financial Advisors, Inc.

Richard Brill (CRD# 5470147) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Thousand Oaks, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Silvertree Special Needs Planning Thousand Oaks, CA Nov 2014 - Current 2
Voya Financial Advisors Thousand Oaks, CA Sep 2014 - Current 2
Silvertree Financial LLC Thousand Oaks, CA Feb 2014 - Current 2
Ing Financial Partners, Inc. Thousand Oaks, CA Jul 2013 - Aug 2014 1
Transamerica Financial Advisors, Inc. Westlake Village, CA Jan 2012 - Jul 2013 1
Heartland Institute Of Financial Education Aurora, CO Nov 2011 - Jul 2013 1
Aetna Life Insurance Company Hartford, CT Sep 2010 - Jan 2013 2
Anthem/blue Cross Oxnard, CA Dec 2009 - Jan 2013 3
Investment Advisors International Inc. Westlake Village, CA Jan 2010 - Jan 2012 2
Wfg Westlake Village, CA Nov 2009 - Jan 2012 2
World Group Securities Westlake Village, CA Nov 2009 - Jan 2012 2
Metlife Securities Inc. Westlake Village, CA Dec 2007 - Nov 2009 1
Unemployed Oxnard, CA Feb 2007 - Dec 2007 < 1
Deluge, Inc. Phoenix, AZ Jan 2005 - Feb 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Richard E. Brill
Phone Number: 1-800-356-2906
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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