Vance Burks
Vance Burks is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 1999Customer Dispute
March 1990Other Business Activities
Vance receives oil royalties from Exxon Mobil and Hunt Oil Company, and is a small owner in Smith Litigation Funding. He is also a director of the Lost Pawses Foundation, a non-profit organization, dedicating a few hours per week to coordinating with the board, organizing fundraisers, and reviewing grant requests.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.