Best Investors Account Sign in

Linda Nielsen Rutledge

Voya Financial Advisors, Inc.

Lakewood, WA

Tacoma, WA

CRD 2580034

Claim This Profile
Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-08
WA RA APPROVED 2017-01-27
  • TX RA
    APPROVED_RES
    Since 2019-07-08
  • WA RA
    APPROVED
    Since 2017-01-27

Branch Locations

Lakewood, WA • United States

1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors Portland OR 09/2014 Present
  • 09/2014 → Present
    Voya Financial Advisors
    Portland, OR
Other Businesses

NAME OF ENTITY:LINDA & PATRICK RUTLEDGE RENTAL; No; 6821 BELGRAVE AVE; GARDEN GROVE; CA; 92845; RENTAL PROPERTY; OWNER; 12/1/2015; 1; 0; MAINTAIN PROPERTY,RENT PROPERTY,COLLECT RENT.| NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 9302 76TH ST. SW; LAKEWOOD; WA; 98498; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 3/24/2010; 40; 40; SALE OF FIXED INSURANCE PRODUCTS|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-22
S63 Uniform Securities Agent State Law Examination 1995-02-06
  • S65 Uniform Investment Adviser Law Examination
    1999-06-22
  • S63 Uniform Securities Agent State Law Examination
    1995-02-06

View on SEC IAPD

More in Lakewood, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor