Lisa Dawson is a registered investment advisor at Voya Financial Advisors, INC., based in Austin, TX, with 6 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
7000 North Mopac Expressway, Suite 240, Austin, TX, 78731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a registered account representative for Scissortail Advisory Group, a DBA for her financial business, since 2025. She spends a few hours per week on plan participant enrollment, education, and security sales.
Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bok Financial Advisors
Bok Financial Securities, INC.Broker
State Registrations5 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.