Charles Burch is a registered investment advisor, based in Desoto, TX, with 23 years of industry experience.
Location
Desoto, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles provides tax services, raises funds for a scholarship, and provides insurance services as an independent agent. He also owns/manages rental properties and is involved with several organizations, including the North Carolina Alumni Association and the Black Roller Skating Federation.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Waddell & Reed
Waddell & ReedBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.