Terrell A Allen
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.May 2026 to now
- UnemployedNov 2025 to Apr 2026
- Johns Hopkins UniversityNov 2022 to Oct 2025
- University of MarylandNov 2020 to Nov 2022
- George Washington UniversitySep 2014 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8247068
- Firm CRD
- 2882