Charles W. Burd, Jr.

Graduating from the University of Houston in 1979 with a Bachelor of Science in Mathematics and minor in accounting, Charles began his media career with the Houston Chronicle which later led to development of multiple Radio & Television properties throughout the United States. In 1995, his career took him overseas where he began launching and managing media companies for commercial, non-profit and United States Government Organizations helping assure citizens were able to get accurate and objective news. With 20 years of experience in global financial planning, C-level management, private equity and institutional fundraising, Charles returned to the US to spend more time with his family in Houston and focus his experience solely on providing financial solutions to business owners. He primarily serves medical and small business owners by creating strategies designed to grow and protect their assets. His personal goal is to become a lifetime resource for each of his clients. He and his team have the necessary skills, knowledge and experience to establish and pursue their goals. He currently has successfully completed the FINRA sponsored securities 6, 63 and 65 examinations in addition to Life, Accident and Health and Property and Casualty Insurance for the state of Texas. Charles offers securities and advisory services to residents of Texas. During this time, he has been recognized for accomplishments by receiving multiple awards such as the Golden Quill Award, an excellence in writing award for the American Productivity Center, Victory Award for excellence in production and has held positions such as the Chairman of the Board for AICI Television Network and the President of the Board and CEO of Latin America Broadcasting.

Charles resides in Houston with his wife and three children and is a committee member of the Boy Scouts of America, the Memorial Drive United Methodist Church and the Breakfast Club of Houston, a civic organization at the River Oaks Country Club

COMPREHENSIVE FINANCIAL PLANNING

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of specialists. It’s the key to our success, and yours.

Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to strive to determine the appropriate financial strategy for your individual needs.

We are dedicated to helping you:

• Identify your goals.
• Develop a financial plan based on sound advice and knowledge.
• Implement your financial plan
• Update your financial plan on a regular basis.

Throughout this process, we never lose sight of one essential element – personal service. At Lincoln Financial Securities, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a financial plan designed towards success.