Amy Burk (CRD# 6533906) is an Investment Advisor Representative working at Global Retirement Partners LLC in Seneca, SC and has over 8 years of experience in the finance industry. Amy Burk 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# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
CRD# 6620152
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Seneca, SC | Jun 2023 - Current | < 1 |
| Golden Green, Inc. | Seneca, SC | Jul 2020 - Current | 3 |
| Fortune Financial Services, Inc. | Monaca, PA | Jun 2020 - Jun 2023 | 3 |
| Goldman Sachs Personal Financial Mgmt | Seneca, SC | Jul 2015 - Jul 2020 | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2018 - Jun 2020 | 2 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Jul 2015 - Jun 2020 | 4 |
| Palmetto Advisers, LLC | Seneca, SC | Jun 2015 - Jul 2015 | < 1 |
| Eaton Corp | Sumter, SC | Jun 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2018 |
- SC
- TX
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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