Charles Burkes (CRD# 5631074) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oklahoma City, OK and has over 15 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dbm Advisors, LLC | Oklahoma City, OK | Jan 2018 - Current | 6 |
| Securities America Inc. | Oklahoma City, OK | May 2015 - Current | 8 |
| Securities America Advisors | Oklahoma City, OK | May 2015 - Current | 8 |
| Bank Of America, N.a. | Oklahoma City, OK | Apr 2012 - May 2015 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City, OK | Mar 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- OK
- TX
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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