Carmen WuCRD Number: 1902592
Current Firm: Voya Financial Advisors, Inc.
Carmen Wu (CRD# 1902592) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Vienna, VA and has over 28 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Voya Financial Advisors||Vienna, VA||Sep 2014 - Current||2|
|Ing Financial Partners||Vienna, VA||Aug 2007 - Sep 2014||7|
|Bb&t Investment Services Inc.||Charlotte, NC||Apr 2004 - Aug 2007||3|
|Bb&t||Fairfax, VA||Feb 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S65||NASAA Investment Advisors Law Examination||Sep 1997|
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