Charles Burns, financial advisor Waco TX
90 score

Charles Burns

CRD Number: 6060184
Current Firm: Academy Capital Management

Charles Burns (CRD# 6060184) is an Investment Advisor Representative working at Academy Capital Management in Waco, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Central Texas Commercial Real Estate Waco, TX Jan 2013 - Current 3
Re/max Centex Realtors Waco, TX Dec 2007 - Dec 2012 5
Daydream Cards & Gifts, Ltd. Waco, TX Jan 2003 - Aug 2011 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Charles G. Burns
Phone Number: 254-751-0555
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    523
    MILLIONS
  • Total Number of Accounts
    1,059
    ACCOUNTS
  • Average Account Value
    $494,014
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, FL, GA, LA, MO, NM, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Charles Burns and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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