Unclaimed Profile

Amy Charbonneau Burk

GOLDEN GREEN, INC.·SENECA, South Carolina

SIE, Series 7, Series 63, Series 65CFPClean record10 years registeredGOLDEN GREEN, INC.

811 BYPASS 123, SENECA, SC 29678CRD# 6533906Firm CRD# 309044

Profile Verification

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

Identity

Amy Charbonneau Burk · SENECA, SC

Registration

CRD #6533906 · GOLDEN GREEN, INC. · 10 years registered

Brand Profile

Not yet started

Career History

GLOBAL RETIREMENT PARTNERS LLC

Jun 2023 – present

GOLDEN CORNER WEALTH ADVISORS

Jul 2020 – Nov 2023

SENECA, SC

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Sep 2015 – Aug 2020

SENECA, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 11, 2015

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOLDEN GREEN, INC.

CRD 309044 · SEC 801-118790

AUM

$131M

Regulatory assets under management

Employees

790 client accounts

Services offered by GOLDEN GREEN, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOLDEN GREEN, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Charbonneau Burk offer?

Amy Charbonneau Burk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SENECA, South Carolina for a consultation.

What are Amy Charbonneau Burk's credentials?

Amy Charbonneau Burk holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Amy Charbonneau Burk located?

Amy Charbonneau Burk is based in SENECA, South Carolina, working with GOLDEN GREEN, INC.. Their office serves clients in the SENECA metropolitan area and surrounding communities.

How does Amy Charbonneau Burk charge for services?

Amy Charbonneau Burk's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDEN GREEN, INC.?

GOLDEN GREEN, INC. has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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