Unclaimed Profile

Charles W Durham

BIRNAM WOOD CAPITAL, LLC·DALLAS, Texas

SIE, Series 7, Series 66Clean record17 years registeredBIRNAM WOOD CAPITAL, LLC

3963 MAPLE AVENUE, SUITE 300, DALLAS, TX 75219CRD# 5546682Firm CRD# 269897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles W Durham · DALLAS, TX

Registration

CRD #5546682 · BIRNAM WOOD CAPITAL, LLC · 17 years registered

Brand Profile

Not yet started

Career History

BIRNAM WOOD CAPITAL, LLC

Jul 2015 – present

VIEW CAPITAL RIA, LP

Apr 2009 – Jul 2015

DALLAS, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2008 – Mar 2009

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 15, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIRNAM WOOD CAPITAL, LLC

CRD 269897 · SEC 801-118151

AUM

$106M

Regulatory assets under management

Employees

57 client accounts

Services offered by BIRNAM WOOD CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BIRNAM WOOD CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Charles W Durham offer?

Charles W Durham specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Charles W Durham's credentials?

Charles W Durham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles W Durham located?

Charles W Durham is based in DALLAS, Texas, working with BIRNAM WOOD CAPITAL, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Charles W Durham charge for services?

Charles W Durham's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIRNAM WOOD CAPITAL, LLC?

BIRNAM WOOD CAPITAL, LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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