Whitney R Gorham
Investment adviser representative at Voya Financial Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$3.9BFirm assets
32 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Voya Financial Advisors, Inc.Feb 2018 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Feb 2018
- Northwestern Mutual Investment Services, LLCDec 2010 to Feb 2018
- Northwestern Mutual Life Insurance CompanyJul 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 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
- 5816478
- Firm CRD
- 2882