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Brandon Goll

24 Years of Experience
Baton Rouge, LA
BrokerSells Insurance

Brandon Goll is a registered investment advisor at Voya Financial Advisors, INC., based in Baton Rouge, LA, with 24 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

5525 Galeria Dr Ste A, Baton Rouge, LA, 70816

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brandon is an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours to this activity. He is also a member of WGR, LLC, a company providing temporary rental fence, spending minimal time reviewing financials monthly.

Employment History
Current Registrations
Voya Financial Advisors, INC.
August 2013 - Present · 13 yrs 1 mo
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 8 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
October 2007 - January 2011 · 3 yrs 3 mos
Systematized Benefits Administrators, INC.Broker
November 2005 - August 2006 · 9 mos
Banc One Securities Corporation
October 2002 - April 2003 · 6 mos
Banc One Securities CorporationBroker
October 2002 - April 2003 · 6 mos
Hibernia Investments, L.L.C.Broker
September 2002 - September 2002 · 0 mos
Morgan Stanley Dw INC.Broker
July 1997 - August 2002 · 5 yrs 1 mo
State Registrations15 states
ALCADCFLIAINLAMDMEMIMSNCNYTXUT
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.