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Timothy Joel Voytko

Sovran Advisors, LLC

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About Timothy Joel Voytko

Timothy Voytko is an investment advisor representative at Sovran Advisors, LLC, a registered investment advisory firm headquartered in San Diego, California. Timothy has been in the financial services industry since 1990 and specializes in financial planning and asset management. He currently holds the Series 6, Series 7, Series 63, and Series 65 licenses and holds the SIE designation. Timothy has worked at several firms including MML Investors Services, LLC and MSI Financial Services, Inc. prior to his current position at Sovran Advisors, LLC.

Firm Information

Timothy Voytko is currently registered with Sovran Advisors, LLC. Sovran Advisors, LLC is a registered investment advisor based in San Diego, California. The firm manages over $1 billion in assets for a diverse range of clients, including individuals, businesses, and retirement plans. Sovran Advisors specializes in providing comprehensive financial planning, portfolio management, and pension consulting services. They serve clients across various regions, including California, Nevada, Arizona, and Texas.
Sovran Advisors, LLC

3131 CAMINO DEL RIO N.

SAN DIEGO, CA 92108

$1.17B

Assets Under Management

Not reported

Total Clients

39

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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percentage of assets

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

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Timothy Voytko’s Registration & Firm History

CA

02/27/2024 - Present

Sovran Advisors, LLC (SAN DIEGO CA)

CA

03/25/2017 - 03/05/2024

MML INVESTORS SERVICES, LLC (PASADENA CA)

CA

08/02/1990 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (PASADENA CA)

CA

08/02/1990 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 07/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1995

Series 7 - General Securities Representative Examination

BC

Issued 07/31/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Joel Voytko.
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