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David Christopher Burke

Golden Reserve Retirement, LLC

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About David Christopher Burke

David Christopher Burke is a financial advisor with Golden Reserve Retirement, LLC. David has been in the financial services industry since January 2016. David is registered with the state securities regulators of Kentucky and Ohio. David holds the Series 7, Series 63, and Series 66 securities licenses. David also holds the Securities Industry Essentials Examination (SIE) license. David has experience with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David specializes in working with high-net-worth individuals and individuals other than high-net-worth. David offers financial planning, portfolio management for individuals, and educational seminars to his clients.

Firm Information

David Burke is currently registered with Golden Reserve Retirement, LLC. Golden Reserve Retirement, LLC is a Registered Investment Advisor based in Dublin, OH. They specialize in financial planning, educational seminars, and portfolio management for both individuals and high-net-worth individuals. They manage approximately $310,932,597 in assets across 2,183 accounts. They also publish financial periodicals. To learn more, visit their website at HTTPS://GOLDENRESERVE.COM or their LinkedIn page at https://www.linkedin.com/company/golden-reserve/. They are also active on Facebook at https://www.facebook.com/GoldenReserveLLC/.
Golden Reserve Retirement, LLC

270 BRADENTON AVENUE

DUBLIN, OH 43017

$310.93M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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David Burke’s Registration & Firm History

KY

07/22/2024 - Present

Golden Reserve Retirement, LLC (Fort Wright KY)

OH

05/26/2020 - 06/12/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)

KY

01/15/2016 - 01/29/2020

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 10/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Christopher Burke.
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