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Joanne G Burks

AVONDALE WEALTH MANAGEMENT LLC·WEST LAKE HILLS, Texas
SIE, Series 63, Series 99TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AVONDALE WEALTH MANAGEMENT LLC
CRD 152590 · SEC 801-101528
AUM
$250M
Regulatory assets under management
Employees
5
504 client accounts
Services offered by AVONDALE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AVONDALE WEALTH MANAGEMENT LLC →
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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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Other Advisors at AVONDALE WEALTH MANAGEMENT LLC

Andrew Patrick Mutscheller
DALLAS, TX
Luke Martin Ocker
HOUSTON, TX
John Wilson Spears
DALLAS, TX
Justin Coy Jacobs
WEST LAKE HILLS, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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Research
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