Victoria Burke (CRD# 7789616) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Berlin, OH and has 1 year of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 5279491
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | North Canton, OH | Aug 2023 - Current | < 1 |
| The Killbuck Savings Bank | Killbuck, OH | Jun 2022 - Aug 2023 | 1 |
| Tuscarawas Insurance Agency | New Philadelphia, OH | Apr 2021 - Jun 2022 | 1 |
| Dutchman Hospitality Group | Walnut Creek, OH | Aug 2020 - Apr 2021 | < 1 |
| Bowling Green State University | Bowling Green, OH | Aug 2018 - Aug 2020 | 2 |
| Garaway Local School District | Sugarcreek, OH | Aug 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- OH
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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