Nicole Burroughs
Nicole Burroughs is a registered investment advisor at Voya Financial Advisors, INC., based in Scottsdale, AZ, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
7337 E Doubletree Ranch Rd, Suite 100, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicole is a financial advisor with Water Tower Financial, LLC, and an independent insurance agent, dedicating full-time hours to both roles selling insurance, securities, and investment products, as well as fixed insurance products. She also serves as a playground committee member for Forest Creek Park Home Owners Association, spending minimal time monitoring the playground's condition.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Edward Jones
Edward JonesBroker
State Registrations8 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.