Charles K. Ward

BURKE WEALTH MANAGEMENT

Houston, TX 77046

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CRD#: 4632946

Professional summary

Charles Keithley Ward, who also goes by Charley Keithley Ward, Charley Ward, is a registered financial advisor currently at BURKE WEALTH MANAGEMENT, LLC located in Houston, Texas.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Charles has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charley Keithley Ward | Charley Ward

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Keithley Ward'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®

None

Experience

Current

December 1, 2020 - Present

BURKE WEALTH MANAGEMENT, LLC

Office #1: 12 Greenway Plaza Suite 1100, Houston, TX 77046

RIA

CRD#: 305840

Houston, TX

Past

March 24, 2016 - December 1, 2020

DOLIVER ADVISORS, L.P.

RIA

CRD#: 106247

HOUSTON, TX

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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(12/1/2020)

IAR

Texas
(12/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BURKE WEALTH MANAGEMENT, LLC

CRD#: 305840 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/17/2020 Approved)

Texas

Registered Investment Advisory firm - (10/3/2019 Approved)

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Contact information

Main Address

12 Greenway Plaza Suite 1100, Houston, TX 77046

Mailing Address

Phone number

(713) 933-5402

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 86,298,994

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.

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Charles K. Ward

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Keithley Ward's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURKE WEALTH MANAGEMENT, LLC

DOLIVER ADVISORS, L.P.

State Registrations and Notice Filings

Exams

Current Firm

BURKE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BURKE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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