LC
Linda P. Cheng
VOYA FINANCIAL ADVISORS
Fairfax, VA 22030
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CRD#: 4582478
LC
Professional summary
Linda Paula Cheng is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Fairfax, Virginia.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Linda has worked at 3 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 4, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF ENTITY:Rental Property; No; 8322 Windfall Rd; Springfield; VA; 22153; Rental Property; Owner; 6/1/2001; 0; 0; Maintain the property and collect rent| MONTCLAIR PROPERTY OWNER'S ASSOCIATION POSITION: 1st Vice President NATURE: Homeowner's Association INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2001 ADDRESS: 3561 Waterway Drive, Montclair VA 22025, United States DESCRIPTION: attend meetings and have a role in decision making for the association DRAGONFLY METHOD LLC POSITION: Sole Proprietor NATURE: Certified Yoga Instructor INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2025 ADDRESS: 15550 Golf Club Drive, Montclair VA 22025, United States DESCRIPTION: teaching yoga and guided meditations
CRS (Client Relationship Summary) - RIA
Click below to view Linda Paula Cheng's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Linda Paula Cheng's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 7, 2016 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 11350 Random Hills Rd Suite 800, Fairfax, VA 22030RIA
BD
CRD#: 2882
Fairfax, VA
Current
February 17, 2015 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 11350 Random Hills Rd Suite 800, Fairfax, VA 22030RIA
BD
CRD#: 2882
Fairfax, VA
Past
January 6, 2011 - February 10, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SILVER SPRING, MD
Past
January 6, 2011 - February 10, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SILVER SPRING, MD
Past
January 2, 2008 - November 3, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
BETHESDA, MD
Past
January 2, 2008 - November 3, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BETHESDA, MD
Past
September 2, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 2, 2004 - December 11, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BETHESDA, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Virginia(2/17/2015)
IAR
Virginia(12/7/2016)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
