Unclaimed Profile

Joanne G Burks

AVONDALE WEALTH MANAGEMENT LLC·WEST LAKE HILLS, Texas

Clean recordAVONDALE WEALTH MANAGEMENT LLC

4407 BEE CAVE RD., WEST LAKE HILLS, TX 78746CRD# 6872116Firm CRD# 152590

Profile Verification

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

Identity

Joanne G Burks · WEST LAKE HILLS, TX

Registration

CRD #6872116 · AVONDALE WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joanne G Burks is a registered financial advisor based in WEST LAKE HILLS, Texas, affiliated with AVONDALE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AVONDALE WEALTH MANAGEMENT LLC

AUM

$250M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AVONDALE WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6872116

Firm CRD# 152590

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joanne G Burks offer?

Joanne G Burks specializes in Financial Planning, Investment Management. Contact their office in WEST LAKE HILLS, Texas for a consultation.

What are Joanne G Burks's credentials?

Joanne G Burks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanne G Burks located?

Joanne G Burks is based in WEST LAKE HILLS, Texas, working with AVONDALE WEALTH MANAGEMENT LLC. Their office serves clients in the WEST LAKE HILLS metropolitan area and surrounding communities.

How does Joanne G Burks charge for services?

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

How large is AVONDALE WEALTH MANAGEMENT LLC?

AVONDALE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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