Charlie Ray Kirven

Secure Asset Management, L.L.C.

40 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Secure Asset Management, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

4,714 clients

Average Client Portfolio

$189K average

Assets Under Management

$890.0M

Fee Structure

Minimum Investment:None

Location

3220 San Jacinto, Houston, TX, 77004

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Charlie is an Investment Adviser Rep with Secure Asset Management and a Registered Representative with Aurora Securities, dedicating about half his time to each role. He also owns Money & Investment Concepts, a DBA and insurance business selling fixed annuities, life/health, and long-term care insurance, spending about a quarter of his time on this.