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Regina J Burks

Missionsquare Retirement

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About Regina J Burks

Regina Burks is a financial professional with over 15 years of experience in the financial services industry. Regina is currently a registered representative with Missionsquare Retirement in Littleton, CO and Washington, DC. Regina has a wide range of experience and holds the Series 6, 7, 24, and 66 securities licenses. Regina specializes in providing financial planning and portfolio management services to individuals and businesses. Prior to joining Missionsquare Retirement, Regina was a financial advisor with KESTRA INVESTMENT SERVICES, LLC in Lakewood, CO and Royal Alliance Associates, Inc. in Lakewood, CO.

Firm Information

Regina Burks is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Regina Burks’s Registration & Firm History

CO

05/21/2024 - Present

Missionsquare Retirement (Littleton CO)

CO

08/27/2018 - 02/13/2024

KESTRA INVESTMENT SERVICES, LLC (Lakewood CO)

CO

08/04/2009 - 08/30/2018

ROYAL ALLIANCE ASSOCIATES, INC. (LAKEWOOD CO)

TX

04/19/2007 - 09/06/2007

A I M DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 09/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Regina J Burks.
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