Katherine White
Investment adviser representative at Voya Financial Advisors, Inc.
12 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
12 years in the industry.
- Voya Financial Advisors, Inc.Feb 2024 to now
- UnemployedDec 2023 to Jan 2024
- Raymond James & Associates, IncMar 2022 to Nov 2023
- Ashford AdvisorsNov 2019 to Mar 2022
- Ulta BeautyJul 2018 to Nov 2019
- CliniqueSep 2017 to Jul 2018
- Banana RepublicJun 2017 to Jan 2019
- College StudentAug 2016 to May 2020
- The Bank of Fayette CountyMay 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7206556
- Firm CRD
- 2882