LC
LC

Linda Cheng

21 Years of Experience
Fairfax, VA
Broker

Linda Cheng is a registered investment advisor at Voya Financial Advisors, INC., based in Fairfax, VA, 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
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

12150 Monument Drive, Ste 850, Fairfax, VA, 22033

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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 Activities

Linda owns rental property and is the 1st Vice President of a homeowner's association, dedicating a few hours per week to the association. Linda is also a sole proprietor as a certified yoga instructor, spending a few hours per week teaching yoga and guided meditations.

Employment History
Current Registrations
Voya Financial Advisors, INC.
December 2016 - Present · 9 yrs 7 mos
Voya Financial Advisors, INC.Broker
February 2015 - Present · 11 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
January 2011 - February 2015 · 4 yrs 1 mo
Ameriprise Financial Services, INC.
January 2011 - February 2015 · 4 yrs 1 mo
Ameriprise Financial Services, INC.
January 2008 - November 2010 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
January 2008 - November 2010 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
September 2004 - December 2007 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
September 2004 - July 2006 · 1 yr 10 mos
State Registrations1 state
VA
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.
Linda Cheng - Financial Advisor | TrueAdvisor