Joseph Lauro

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 11/2021
  Valic Financial Advisors, Inc.
  Jacksonville, FL
• 12/2021 → 02/2026
  Truist Investment Services, Inc
  Atlanta, GA
• 12/2021 → 02/2026
  Truist Advisory Services, Inc
  Atlanta, GA
• 03/2026 → 07/2026
  Unemployed
  Windermere, FL
• 08/2026 → Present
  Voya Financial Advisors
  Lake Mary, FL
• 07/2026 → Present
  Poppell Financial Group
  Lake Mary, FL

Previous Registrations

• 2021-12-15 → 2026-02-18
  Truist Advisory Services, Inc.
  Orlando, FL
• 2014-03-28 → 2021-11-24
  Valic Financial Advisors, Inc.
  Jacksonville, FL
  Tallahassee, FL
• 2013-11-08 → 2014-02-13
  Planmember Securities Corporation
  Winter Springs, FL
  Winter Park, FL
• 2012-10-30 → 2013-09-06
  Equitable Advisors, Llc
  Orlando, FL
• 2012-08-31 → 2012-09-26
  Legend Advisory, Llc
  Boynton Beach, FL
  Palm Beach Gardens, FL
• 2009-08-06 → 2012-08-14
  Equitable Advisors, Llc
  Orlando, FL

Other Businesses

POPPELL FINANCIAL GROUP POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/15/2026 ADDRESS: 1540 International Parkway, Ste 2000, Lake Mary FL 32746, United States DESCRIPTION: Financial advisor dba.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-29

Other Names

• Joe Lauro