Charles Burkes, financial advisor Oklahoma City OK
93 score

Charles Burkes

CRD Number: 5631074
Current Firm: Securities America Advisors, Inc.

Charles Burkes (CRD# 5631074) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oklahoma City, OK and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Oklahoma City, OK May 2015 - Current 1
Securities America Inc. Oklahoma City, OK May 2015 - Current 1
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
Edward Jones St Louis, MO Jan 2009 - Mar 2012 3
Unemployed Norman, OK Oct 2008 - Dec 2008 < 1
Ace Home Center Robertsdale, AL Apr 2008 - Oct 2008 < 1
Bay Millwork Daphne, AL Sep 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Charles D. Burkes
Phone Number: 402-399-9111
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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