Stephanie Lee Burks

Current Employers

Employment History

• 04/2016 → 12/2017
  Voya Financial Advisors
  Aurora, IL
• 03/2017 → Present
  Burks Financial Management, Llc
  Morrisville, NC
• 02/2018 → Present
  Voya Financial Advisors, Inc.
  Raleigh, NC

Previous Registrations

• 2016-05-18 → 2017-12-31
  Voya Financial Advisors, Inc.
  Aurora, IL
  Des Moines, IA
• 2015-07-24 → 2016-03-19
  Waddell & Reed
  Lisle, IL

Other Businesses

NAME OF ENTITY:BURKS FINANCIAL MANAGEMENT, LLC; Yes; 2841 PLAZA PL STE 130; RALEIGH; NC; 27612; FINANCIAL SERVICES/DBA; OWNER; 3/1/2017; 195; 160; SALE OF FIXED AND SECURITIES PRODUCTS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2841 PLAZA PL STE 130; RALEIGH; NC; 27612; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/29/2016; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Providence Financial Solutions; Yes; 4600 Marriott Dr, Ste 140; Raleigh; NC; 27612; Financial Services/DBA; Financial Advisors; 11/15/2021; 10; 10; Sale and service insurance, securities and investment products|NAME OF ENTITY:POA for Mother, Edith J Hughes; No; 10318 Abbott Rd; Manassas; VA; 20110; Power of Attorney for Mother, Edith J Hughes; Power of Attorney; 9/1/2022; 1; 0; Power of Attorney for financial transactions, as needed|

Exams

• S66 Uniform Combined State Law Examination
  2015-07-23

Designations

Other Names

• Stephanie L Burks