Charles Burch, financial advisor Desoto TX
96 score

Charles Burch

CRD 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.

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Professional Designations
Company Name Location Dates Years
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 16
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
Contact Info for Charles Burch
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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