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John Andrew Burgess

Voya Financial Partners, LLC

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About John Andrew Burgess

John Andrew Burgess is a financial professional with over 20 years of experience in the industry. John is currently registered with Voya Financial Partners, LLC in Braintree, MA. John has passed the Series 6, SIE and Series 63 exams. Previously, John was registered with New England Funds, L.P. in Boston, MA and Evergreen Investment Services, Inc. in Charlotte, NC.

Firm Information

John Burgess is currently registered with Voya Financial Partners, LLC. Voya Financial Partners, LLC is a Limited Liability Company formed in November 2000. The firm is registered in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John Burgess’s Registration & Firm History

MA

01/12/2018 - Present

Voya Financial Partners, LLC (BRAINTREE MA)

MA

11/04/1996 - 07/06/1998

NEW ENGLAND FUNDS, L.P. (BOSTON MA)

NC

07/25/1994 - 07/18/1996

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 11/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Andrew Burgess.
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