Stephanie
Burks

Voya Financial Advisors, Inc

CRD#6464127
Investment Advisor
in Raleigh, NC
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About this Advisor

Stephanie Burks is a certified financial planner working in Raleigh, North Carolina, with a total of 20 years of financial industry experience. Burks currently works for Voya Financial Advisors, Inc. The advisor has gained experience at Burks Financial Management, LLC, Voya Financial Advisors, Inc, Voya Financial Advisors, Ups, Student and Waddell & Reed, Inc. Burks has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Voya Financial Advisors, Inc is a financial advisory company operating in Raleigh, North Carolina. The firm has offices in 653 locations and a total of 1,710 employees. It manages $14 billion in total assets among its 73,078 accounts, making it one of the largest firms in the country by assets under management. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on the services. However, fee types billed by Voya Financial Advisors, Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4600 Marriott Dr Suite 140
Raleigh, NC 27612

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$14,402,711,855

NC Average: $9,259,360,772
Total Number of Employees

1,710

NC Average: 166
Total Number of Accounts

73,078

NC Average: 7,189
Average Account Size

$197,087

NC Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Stephanie Burks Work History

Stephanie has 20 years of experience.

2018 - Present (1 years)

Voya Financial Advisors, Inc

2017 - Present (2 years)

Burks Financial Management, LLC

2016 - 2017 (1 years)

Voya Financial Advisors

2015 - 2016 (1 years)

Waddell & Reed, Inc

2014 - 2015 (1 years)

Student

1998 - 2014 (16 years)

Ups

Disclosures

Stephanie Burks has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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