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Ronald Wright

40 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance

Ronald Wright is a registered investment advisor at Voya Financial Advisors, INC., based in Tampa, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

5310 Cypress Center Dr, Suite 125, Tampa, FL, 33609

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006
Settled
Other Business ActivitiesSells Insurance

Ronald works as an independent insurance agent selling fixed insurance products since 2008. This activity is nearly full-time.

Employment History
Current Registrations
Voya Financial Advisors, INC.
December 2010 - Present · 15 yrs 7 mos
Voya Financial Advisors, INC.Broker
December 2010 - Present · 15 yrs 7 mos
Previous Registrations
Ing Financial Advisers, LLC
June 2000 - December 2010 · 10 yrs 6 mos
Aetna Financial Services, INC.Broker
January 1996 - September 2000 · 4 yrs 8 mos
Ing Financial Advisers, LLCBroker
October 1993 - December 2010 · 17 yrs 2 mos
Aetna Life Insurance and Annuity CompanyBroker
September 1985 - October 1993 · 8 yrs 1 mo
State Registrations4 states
FLGANCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ronald Wright - Financial Advisor | TrueAdvisor