Charles WardCRD Number: 4632946
Current Firm: Burke Wealth Management, LLC
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.
The Goff Financial Group
Hightower Advisors, LLC
Nxt:gen Financial Planning
|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|
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)
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