AA
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
585 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B
Fee Structure
This brochure does not contain a fee schedule. Please contact Voya Financial Advisors directly for fee information.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
Bakersfield, CA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alberto owns rental properties, generating passive rental income since 2018. He also sells produce at street markets and events from December 2024 to March 2025, dedicating about 10-20% of his time to this venture.
Employment History
Current Registrations
Voya Financial Advisors, INC.
September 2023 - Present · 2 yrs 4 mos
Voya Financial Advisors, INC.
September 2023 - Present · 2 yrs 4 mos
Voya Financial Advisors, INC. Broker
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2022 - August 2023 · 10 mos
Fidelity Brokerage Services LLCBroker
September 2022 - August 2023 · 11 mos
Charles Schwab & Co., INC. Broker
May 2020 - August 2022 · 2 yrs 3 mos
Charles Schwab & Co., INC.
May 2020 - August 2022 · 2 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
February 2013 - July 2018 · 5 yrs 5 mos
Advice and Planning Services
February 2013 - July 2018 · 5 yrs 5 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
June 2010 - July 2012 · 2 yrs 1 mo
Bancwest Investment Services, INC.Broker
June 2010 - July 2012 · 2 yrs 1 mo
Unionbanc Investment Services, LLC
March 2008 - May 2010 · 2 yrs 2 mos
Unionbanc Investment Services, LLC Broker
April 2007 - May 2010 · 3 yrs 1 mo
Aig Financial Advisors, INC.Broker
October 2005 - March 2007 · 1 yr 5 mos
Sunamerica Securities, INC.Broker
September 2005 - October 2005 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.