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Donald Terrell Walters

Voya Financial Advisors, Inc.

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About Donald Terrell Walters

Donald Terrell Walters is an investment advisor representative with Voya Financial Advisors, Inc. Donald has been in the securities industry since 2001 and has held past registrations with firms such as ING FINANCIAL ADVISERS, LLC and USALLIANZ SECURITIES, INC. Donald is currently registered with the District of Columbia and Virginia. Donald provides financial planning services, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Donald Walters is currently registered with Voya Financial Advisors, Inc.. Voya Financial Advisors, Inc. is a corporation formed in 1968 and headquartered in Windsor, Connecticut. They offer financial planning, portfolio management for individuals and businesses, and educational seminars. With over 500 licensed investment advisor representatives and registered representatives, they manage approximately $3 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Voya Financial Advisors, Inc.

ONE ORANGE WAY

WINDSOR, CT 06095

$3.05B

Assets Under Management

264

Total Clients

684

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Walters’s Registration & Firm History

VA

10/06/2014 - Present

Voya Financial Advisors, Inc. (FAIRFAX VA)

VA

05/15/2006 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (FAIRFAX VA)

MN

04/22/2005 - 05/10/2006

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

NY

03/07/2003 - 08/02/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

CT

03/19/2001 - 11/01/2002

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 06/26/2006

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Terrell Walters.
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