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Travis M Lowe

Investment adviser representative at Voya Retirement Advisors, LLC
13 yearsExperience
1 stateRegistered in
$37.5BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Voya Retirement Advisors, LLCNov 2018 to now
  2. Voya Financial PartnersNov 2018 to now
  3. VoyaOct 2018 to now
  4. Valic Financial Advisors, Inc.Dec 2017 to Oct 2018
  5. Gwfs Equities, IncSep 2013 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (MA).

Voya Retirement Advisors, LLC

$37.5BAssets managed
7,672Clients
129Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3037344
Firm CRD
3989
Advisor's SEC record (opens in a new tab)
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