Stephanie
Burks
Voya Financial Advisors, Inc
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About this Advisor
Stephanie Burks is a certified financial planner who works out of Raleigh, North Carolina with a total of 5 years of industry experience. Burks currently works for Voya Financial Advisors, Inc. Throughout their career, they have worked at Ups, Student, Waddell & Reed, Inc, Voya Financial Advisors, Burks Financial Management, LLC and Voya Financial Advisors, Inc. Burks holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina. Voya Financial Advisors, Inc is a firm that has its headquarters in Windsor, CT. The investment advisory business has offices in 299 locations and a total of 605 financial advisors. It has $2 billion in assets among its 13,909 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 13,909 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is provided. Fee types charged by Voya Financial Advisors, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,410,968,380
605
13,909
$173,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Stephanie Burks Work History
Stephanie has been registered as a financial advisor for 5 years.*
Voya Financial Advisors, Inc
Burks Financial Management, LLC
Voya Financial Advisors
Waddell & Reed, Inc
Student
Ups
*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 Stephanie 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 Voya Financial Advisors, Inc
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Austin, TX
Windsor, CT
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Milwaukee, WI
Dublin, OH
Braintree, MA
Windsor, CT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
