Terry Kelley is a registered investment advisor at Voya Financial Advisors, INC., based in Columbus, OH, with 21 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
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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
7965 North High Street, Suite 150, Columbus, OH, 43235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terry is a volunteer assistant girls varsity basketball coach for Pickerington Schools since November 2023. This activity is not investment-related and takes about a quarter of his time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Equity Services, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
Nationwide Investment Services CorporationBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Nationwide Investment Services CorporationBroker
State Registrations8 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.