John Burkhardt (CRD# 4696493) is an Investment Advisor Representative working at Goepper Burkhardt LLC in Greenville, SC and has 1 year of experience in the finance industry. John Burkhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goepper/burkhardt, LLC | Greenville, SC | Jan 2003 - Current | 21 |
- SC
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts603ACCOUNTS
-
Average Account Value$471,271
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, SC
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