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Philip Leonard Barth

Voya Financial Advisors, Inc.

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About Philip Leonard Barth

Philip Leonard Barth is a financial advisor at Voya Financial Advisors, Inc., with over 30 years of experience in the industry. Philip is a Series 6 and Series 63 licensed representative. He is registered with the state of Wisconsin and several others, including Florida, Georgia, Louisiana, Maine, Nevada, Tennessee, and Virginia. He focuses on providing financial planning services and portfolio management for businesses and individuals. Philip has previously worked with ING Financial Advisors, LLC and Allied Group Merchant Banking Corporation.

Firm Information

Philip Barth 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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Philip Barth’s Registration & Firm History

WI

01/03/2011 - Present

Voya Financial Advisors, Inc. (MILWAUKEE WI)

WI

07/28/1997 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (MILWAUKEE WI)

OH

09/18/1996 - 06/23/1997

ALLIED GROUP MERCHANT BANKING CORPORATION (COLUMBUS OH)

NJ

02/28/1985 - 06/26/1996

COPELAND EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

BC

Issued 01/23/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Leonard Barth.
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