Scott Blincoe
Scott Blincoe is a registered investment advisor at Voya Financial Advisors, INC., based in Lake Mary, FL, with 25 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1540 International Parkway, Lake Mary, FL, 32746
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a registered representative with Poppell Financial, selling fixed and securities products. He is also an independent insurance agent selling fixed insurance products, dedicating a full-time commitment to each role.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 states
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.