Charles BurchCRD Number: 4571823
Current Firm: H.d. Vest Advisory Services, Inc.
Charles Burch (CRD# 4571823) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Desoto, TX and has over 14 years of experience in the finance industry. Charles Burch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Summit Financial Group Inc.
Brightscape Investment Centers
|Hd Vest Investment Services||Da, TX||Jul 2014 - Current||2|
|Hd Vest Insurance Agency, Inc.||Dallas, TX||Jul 2014 - Current||2|
|Hd Vest Advisory Services||Dallas, TX||Jul 2014 - Current||2|
|The Burch Financial Group LLC||Dallas, TX||May 2004 - Current||12|
|Chuck Burch Scholarship Fund||Desoto, TX||Jan 2000 - Current||17|
|Chuck Burch Cpa/pfs, Cfp||Dallas, TX||Aug 1994 - Current||22|
|Various Insurance Carriers For W&r Insurance Agencies||Desoto, TX||Mar 2007 - Jul 2014||7|
|Waddell & Reed, Inc.||Dallas, TX||Mar 2007 - Jul 2014||7|
|H.d. Vest Advisory Services, Inc.||Desoto, TX||Jan 2007 - Mar 2007||< 1|
|H. D. Vest Investment Securities, Inc.||Desoto, TX||Aug 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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