Charles Burns (CRD# 6060184) is an Investment Advisor Representative working at Academy Capital Management in Waco, TX and has over 11 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self | Waco, TX | Jan 2013 - Current | 11 |
| Central Texas Commercial Real Estate | Waco, TX | Jan 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- TX
-
Total Assets Under Management896MILLIONS
-
Total Number of Accounts951ACCOUNTS
-
Average Account Value$942,301
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, CO, FL, GA, LA, NC, NM, PA, TX
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