Charles Keithley Ward
Investment adviser representative at Burke Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$95.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Burke Wealth Management, LLCJan 2020 to now
- Doliver Capital AdvisorsMar 2016 to Nov 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Burke Wealth Management, LLC
$95.2MAssets managed
74Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4632946
- Firm CRD
- 305840