linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lisa Marie Morgan

Voya Retirement Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lisa? Claim Your Profile

About Lisa Marie Morgan

Lisa Marie Morgan is a financial advisor with over 16 years of experience in the industry. Lisa has been with Voya Retirement Advisors, LLC since 2021, previously working with VOYA INVESTMENTS DISTRIBUTOR, LLC and ING INVESTMENT MANAGEMENT SERVICES LLC. Lisa is registered with the state of Connecticut as a registered representative and investment advisor. She holds several securities licenses including Series 6, 7, 26 and 63 licenses.

Firm Information

Lisa Morgan is currently registered with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC is a terminated Limited Liability Company formed in February 2000. The firm is headquartered in Windsor, CT and provides portfolio management for individuals. Voya Retirement Advisors, LLC has 136 investment advisor representatives and manages approximately $27,040,741,407 in regulatory assets under management.
Voya Retirement Advisors, LLC

ONE ORANGE WAY

WINDSOR, CT 06095

$27.04B

Assets Under Management

Not reported

Total Clients

83

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.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lisa Morgan’s Registration & Firm History

CT

07/14/2023 - Present

Voya Retirement Advisors, LLC (South Glastonbury CT)

CT

02/07/2008 - 10/06/2021

VOYA INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)

CT

07/19/2006 - 03/03/2008

ING INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

Not sure if Lisa Marie Morgan is right for you?

Licenses & Designations

IA

Issued 03/06/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2009

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Marie Morgan.
Not sure if Lisa Marie Morgan is right for you?