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ChFC

Karla Greer

Voya Financial Advisors, INC.
34 Years of Experience
Tacoma, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Karla Greer is a ChFC-designated registered investment advisor at Voya Financial Advisors, INC., based in Tacoma, WA, with 34 years of industry experience. Karla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.

Voya Financial Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
755 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$10M+2.00%

Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1201 Pacific Ave Suite 600, Tacoma, WA, 98402

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History

Regulatory History (1)
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Customer Dispute
March 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Karla is an independent insurance agent selling fixed insurance products since 2016, dedicating a few hours per week. She also serves as treasurer for Legacy Hills Home Owners Assoc and West Priest Lake Cabin Owners Association, and has power of attorney for her husband.

Employment History
Current Registrations
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 9 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Ing Financial Advisers, LLC
August 2000 - January 2011 · 10 yrs 5 mos
Aetna Financial Services, INC.Broker
March 1999 - September 2000 · 1 yr 6 mos
Ing Financial Advisers, LLCBroker
October 1993 - January 2011 · 17 yrs 3 mos
Aetna Life Insurance and Annuity CompanyBroker
July 1992 - October 1993 · 1 yr 3 mos
State Registrations10 states
AZCACOHIIDMDMTORUTWA
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.
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