AC
ChFC
AC
ChFC

Alfredo Griek Calvo

26 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningDivorce PlanningSpecial Needs Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
587 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K
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Location

11350 Random Hills Rd Suite 800, Fairfax, VA, 22030

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History

Regulatory 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.

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Other Business Activities

Alfredo participates in consumer opinion surveys for Disqo/Survey Junkie. This activity is voluntary and takes minimal time.

Employment History
Current Registrations
Voya Financial Advisors, INC.
January 2020 - Present · 6 yrs 1 mo
Voya Financial Advisors, INC.Broker
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Advised Assets Group, LLC
January 2017 - November 2019 · 2 yrs 10 mos
Gwfs Equities, INC.Broker
June 1999 - November 2019 · 20 yrs 5 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.