Charles Burch Jr

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1994 → Present
  Chuck Burch Cpa/Pfs, Cfp
  Dallas, TX
• 01/2000 → Present
  Chuck Burch Scholarship Fund
  Desoto, TX
• 05/2004 → Present
  The Burch Financial Group Llc
  Dallas, TX
• 07/2014 → 09/2025
  Avantax Investment Services, Inc.
  Desota, TX
• 07/2014 → 09/2025
  Avantax Insurance Agency, Llc
  Desota, TX
• 07/2014 → 09/2025
  Avantax Advisory Services
  Desota, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-08-01 → 2025-09-05
  Avantax Advisory Services
  Desoto, TX
• 2007-03-15 → 2014-08-12
  Waddell & Reed
  Dallas, TX
• 2007-01-16 → 2007-03-19
  Avantax Advisory Services
  Desoto, TX

Other Businesses

1) Chuck Burch CPA/PFS, CFP~3010 LBJ Freeway, Suite 1200~Dallas~TX~75234~Tax Preparation/Accounting~President~8/1/1994~60hrs~2hrs~Provides Tax services to Individuals and small business. 2) Chuck Burch Scholarship Fund~1112 Marisa Lane~De Soto~TX~75115~Other~Other~1/1/2000~8hrs~0hrs~Raises funds for children to go to college. 3) North Carolina Alumni Association~200 N Benbow Rd~Greensboro~NC~27411~Education~Director/Officer~5/18/2017~4hrs~1hrs~Alumni engagement. 4)The Burch Financial Group~3010 LBJ Freeway, Suite 1200~Dallas~TX~75234~Other~Other~7/1/2014~160hrs~120hrs~Operational and or Marketing name for Avantax Investment Services. 5) The Burch Financial Group LLC~3010 LBJ Freeway, Suite 1200~Dallas~TX~75234~Rental Property Owner/Management~President~5/1/2004~4hrs~0hrs~Provides business services and owns/manages rental properties. 6) GERBER; POSITION: Agent NATURE: Guaranteed Life Insurance for a client who has been turned down twice elsewhere. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/16/2021 ADDRESS: 3010 LBJ Freeway, Suite 1200, Dallas TX 75234, United States DESCRIPTION: I would gather information from the client and submit it to Gerber. Then I would monitor the case for completion and deliver the policy to the client. 7) BLACK ROLLER SKATING FEDERATION; POSITION: Board Member NATURE: The mission of the Black Roller Skating Federation (BRSF) is to serve as a cultural catalyst and provide a place of cultural exchange for style skaters in the African American (Black) skate culture within and beyond the United States. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2022; ADDRESS: 3000 Sage Rd #1429, Houston TX 77056, United States; DESCRIPTION: Idea exchange and representation at roller skating events. 8) BRSF S.K.A.T.E.; POSITION: Board Member NATURE: BRSF S.K.A.T.E is organized and operated exclusively for charitable purposes in accordance with section 501 (c) (3) of the Internal Revenue Code. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2022; ADDRESS: 3000 Sage Rd Unit 1429, Houston TX 77056, United States; DESCRIPTION: Oversight and direction.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-08-15

Other Names

• Chuck Burch
• Charles Burch
• Charles Burch