CB
Charles Burch Jr
CETERA INVESTMENT ADVISERS LLC
DESOTO, TX
Some features on this profile are disabled
CRD#: 4571823
CB
Professional summary
Charles Burch Jr, CFP®, who also goes by Charles Burch Jr, Charles Burch, Chuck Burch, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Desoto, Texas and CETERA WEALTH SERVICES, LLC located in Dallas, Texas.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Charles has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charles Burch Jr | Charles Burch | Chuck Burch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Chuck Burch CPA/PFS, CFP~3010 LBJ Freeway, Suite 1200~Dallas~TX~75234~Tax Preparation/Accounting~President~8/1/1994~60hrs~2hrs~Provides Tax services to Individuals and small business. 2) Chuck Burch Scholarship Fund~1112 Marisa Lane~De Soto~TX~75115~Other~Other~1/1/2000~8hrs~0hrs~Raises funds for children to go to college. 3) North Carolina Alumni Association~200 N Benbow Rd~Greensboro~NC~27411~Education~Director/Officer~5/18/2017~4hrs~1hrs~Alumni engagement. 4)The Burch Financial Group~3010 LBJ Freeway, Suite 1200~Dallas~TX~75234~Other~Other~7/1/2014~160hrs~120hrs~Operational and or Marketing name for Avantax Investment Services. 5) The Burch Financial Group LLC~3010 LBJ Freeway, Suite 1200~Dallas~TX~75234~Rental Property Owner/Management~President~5/1/2004~4hrs~0hrs~Provides business services and owns/manages rental properties. 6) GERBER; POSITION: Agent NATURE: Guaranteed Life Insurance for a client who has been turned down twice elsewhere. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/16/2021 ADDRESS: 3010 LBJ Freeway, Suite 1200, Dallas TX 75234, United States DESCRIPTION: I would gather information from the client and submit it to Gerber. Then I would monitor the case for completion and deliver the policy to the client. 7) BLACK ROLLER SKATING FEDERATION; POSITION: Board Member NATURE: The mission of the Black Roller Skating Federation (BRSF) is to serve as a cultural catalyst and provide a place of cultural exchange for style skaters in the African American (Black) skate culture within and beyond the United States. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2022; ADDRESS: 3000 Sage Rd #1429, Houston TX 77056, United States; DESCRIPTION: Idea exchange and representation at roller skating events. 8) BRSF S.K.A.T.E.; POSITION: Board Member NATURE: BRSF S.K.A.T.E is organized and operated exclusively for charitable purposes in accordance with section 501 (c) (3) of the Internal Revenue Code. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2022; ADDRESS: 3000 Sage Rd Unit 1429, Houston TX 77056, United States; DESCRIPTION: Oversight and direction.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Burch Jr's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
DESOTO, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3010 Lbj Freeway Suite 1200, Dallas, TX 75234BD
CRD#: 13572
Dallas, TX
Past
August 1, 2014 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
DESOTO, TX
Past
August 1, 2014 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Dallas, TX
Past
March 15, 2007 - August 12, 2014
WADDELL & REED
RIA
CRD#: 866
DALLAS, TX
Past
March 15, 2007 - August 12, 2014
WADDELL & REED
BD
CRD#: 866
DALLAS, TX
Past
January 16, 2007 - March 19, 2007
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
DESOTO, TX
Past
September 4, 2002 - March 9, 2007
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DESOTO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
Missouri(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/18/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
