Regina
Burks
Missionsquare Retirement
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About this Advisor
Regina Burks is a financial advisor based in Denver, Colorado, working with Missionsquare Retirement. Regina has previously held positions at Personal Benefit Services, Royal Alliance Associates, Inc, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, Missionsquare Investment Services, and Missionsquare Retirement. Regina has passed the Series 66 regulatory exam and is registered to provide services in Colorado and the District of Columbia. Currently, Regina is part of Missionsquare Retirement, which operates out of Denver, Colorado. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Missionsquare Retirement Brokerage Details
$668,171,497
623
1
$668,171,497
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Regina Burks Work History
Missionsquare Investment Services
Missionsquare Retirement
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Personal Benefit Services
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of Regina Burks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Missionsquare Retirement
Washington, DC
Washington, DC
Washington, DC
Glen Allen, VA
Santa Clara, CA
Washington, DC
Edgewood, WA
Washington, DC
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