Amy Burk is a CFP-designated registered investment advisor at LPL Financial LLC, based in Seneca, SC, with 11 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
811 By Pass 123, Seneca, SC, 29678
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amy is associated with multiple entities including Golden Corner Wealth Advisors, HUB Retirement and Wealth Management, Golden Green Inc, and Global Retirement Partners, all investment-related. She also works for HUB International and owns 2 Handfuls, LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Golden Corner Wealth Advisors
Fortune Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Andrew Peed, CFPWells Fargo Advisors
- Robby Bryant, CFPVeridos Capital LLC
- Jason White, CFPMagnolia Financial Planning Services, INC.
- Kenneth Mohr, CFPEdward Jones
- William Jones, CFPEdward Jones
- Sarah Kelley, ChFCCwm, LLC