Yvonne
Burke
The Ascent Group, LLC
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About this Advisor
Yvonne Burke is a financial advisor working out of Las Vegas, Nevada with 2 years of relevant experience. Burke is currently employed by The Ascent Group, LLC. Throughout their career, they have worked at Alpha & Omega Financial, Inc, Ameritas Investment Corp, Ameritas Life Insurance Company and The Ascent Group, LLC. Burke has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Nevada. The Ascent Group, LLC is a registered investment company that has its headquarters in Virginia Beach, VA. The company has offices in nine locations and a total of 30 employees. It oversees $3 billion in assets under management among its 5,077 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 5,077 accounts, 18% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are offered. However, fees billed by The Ascent Group, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Yvonne Burke Work History
Yvonne has been registered as a financial advisor for 2 years.*
The Ascent Group, LLC
Ameritas Investment Corp
Ameritas Life Insurance Company
Alpha & Omega Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yvonne Burke 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 The Ascent Group, LLC
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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