Chief Compliance Officer · Avondale Wealth Management LLC
Joanne G. Burks
CRD 6872116 · Named on Form ADV at one SEC-registered adviser
At a glance
Avondale Wealth Management LLC, an SEC-registered wealth manager based in West Lake Hills, TX with $327 million in regulatory assets, lists Joanne G. Burks on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Avondale Wealth Management LLCChief Compliance OfficerWealth manager · West Lake Hills, TX · $327M in regulatory assets
AtlasMembers
Joanne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Justin C. JacobsCEO and Founder, Avondale Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joanne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.