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Charles Keithley Ward

DOLIVER ADVISORS, L.P.·HOUSTON, Texas
Clean record10 years registeredDOLIVER ADVISORS, L.P.
6363 WOODWAY, HOUSTON, TX 77057CRD# 4632946Firm CRD# 106247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Keithley Ward · HOUSTON, TX
Registration
CRD #4632946 · DOLIVER ADVISORS, L.P. · 10 years registered
Brand Profile
Not yet started
01

Career History

BURKE WEALTH MANAGEMENT, LLC
Dec 2020 – present
DOLIVER ADVISORS, L.P.
Mar 2016 – Dec 2020
HOUSTON, TX
02

Registrations & Exams

Registration record
First registered · March 24, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DOLIVER ADVISORS, L.P.
CRD 106247 · SEC 801-44471
AUM
$565M
Regulatory assets under management
Employees
12
506 client accounts
Services offered by DOLIVER ADVISORS, L.P.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at DOLIVER ADVISORS, L.P. →
Introduction

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05

Frequently Asked Questions

What services does Charles Keithley Ward offer?
Charles Keithley Ward specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Charles Keithley Ward's credentials?
Charles Keithley Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Keithley Ward located?
Charles Keithley Ward is based in HOUSTON, Texas, working with DOLIVER ADVISORS, L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Charles Keithley Ward charge for services?
Charles Keithley Ward'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 DOLIVER ADVISORS, L.P.?
DOLIVER ADVISORS, L.P. has approximately 12 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DOLIVER ADVISORS, L.P.

Edward Coe Tredennick
HOUSTON, TX
Ryan Zachary Rourke
HOUSTON, TX
James Pryor
HOUSTON, TX
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