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Alicia Stephaine Kong

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningDivorce PlanningSpecial Needs Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
587 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K
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Location

Ellicott City, MD

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Alicia is an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours to this activity. She also owns Alicia Kong Financial Adviser, LLC, an S-Corp for business expenses, and is involved in various volunteer and real estate activities.

Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 1 mo
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Ing Financial Advisers, LLC
September 2009 - January 2011 · 1 yr 4 mos
Ing Financial Advisers, LLCBroker
September 2009 - January 2011 · 1 yr 4 mos
VALIC Financial Advisors, INC.Broker
August 2005 - September 2009 · 4 yrs 1 mo
VALIC Financial Advisors, INC.
August 2005 - September 2009 · 4 yrs 1 mo
Ing Financial Advisers, LLC
March 2004 - August 2005 · 1 yr 5 mos
Ing Financial Advisers, LLCBroker
March 2000 - August 2005 · 5 yrs 5 mos
Aetna Investment Services, INC.Broker
October 1997 - December 1999 · 2 yrs 2 mos
State Registrations42 states
ALAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMIMNMOMSNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.