Charles Ward (CRD# 4632946) is an Investment Advisor Representative working at Burke Wealth Management, LLC in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burke Wealth Management LLC | Houston, TX | Jan 2020 - Current | 3 |
| Doliver Capital Advisors | Houston, TX | Mar 2016 - Nov 2020 | 4 |
| Invesco Ltd | Houston, TX | Sep 2013 - Feb 2016 | 2 |
- LA
- TX
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$545,012
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
LA, TX
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