Unclaimed Profile

James L Charbonneau

GOLDEN GREEN, INC.·SENECA, South Carolina

SIE, Series 7, Series 24, Series 63, Series 65Clean record29 years registeredGOLDEN GREEN, INC.

811 BYPASS 123, SENECA, SC 29678CRD# 2148576Firm CRD# 309044

Profile Verification

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

Identity

James L Charbonneau · SENECA, SC

Registration

CRD #2148576 · GOLDEN GREEN, INC. · 29 years registered

Brand Profile

Not yet started

Career History

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Dec 2025 – present

GLOBAL RETIREMENT PARTNERS LLC

Jun 2023 – present

GOLDEN CORNER WEALTH ADVISORS

Jun 2020 – Nov 2023

SENECA, SC

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jul 2015 – Jun 2020

SENECA, SC

IC ADVISORY SERVICES, INC.

Jun 2006 – Jul 2015

SENECA, SC

THE INVESTMENT CENTER, INC.

Oct 1996 – Oct 2006

SENECA, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 29, 1996

Years registered · 29

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 James L Charbonneau offer?

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

What are James L Charbonneau's credentials?

James L Charbonneau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James L Charbonneau located?

James L Charbonneau 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 James L Charbonneau charge for services?

James L Charbonneau'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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