Liliana Fahel
Liliana Fahel is a registered investment advisor at Voya Financial Advisors, INC., based in Bakersfield, CA, with 12 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
1115 Truxtun Ave 2nd Flr, Bakersfield, CA, 93301
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Regulatory History (1)
Employment Separation After Allegations
September 2014Other Business ActivitiesSells Insurance
Liliana works as an independent insurance agent selling fixed insurance products since 2018. This activity takes nearly full-time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
Allstate Financial Services, LLCBroker
Next Financial Group, INC.Broker
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations4 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.