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Gary Dewitt Burger

Park Square Financial Group LLC

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About Gary Dewitt Burger

Gary Burger is an investment advisor representative with Park Square Financial Group LLC. Gary is a Certified Financial Planner and has been in the industry since 1988. Gary Burger has experience working with individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Gary provides financial planning and portfolio management services to clients.

Firm Information

Gary Burger is currently registered with Park Square Financial Group LLC. Park Square Financial Group LLC is a registered investment advisor based in Roswell, Georgia, offering financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm manages approximately $208 million in assets and has 3 licensed agents, 6 investment advisor representatives, and 6 investment advisory functions. They also participate in a wrap fee program.
Park Square Financial Group LLC

55 PARK SQUARE

ROSWELL, GA 30075

$208.17M

Assets Under Management

Not reported

Total Clients

6

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Burger’s Registration & Firm History

GA

10/11/2024 - Present

Park Square Financial Group LLC (ROSWELL GA)

GA

05/13/2004 - 02/10/2011

AMERICAN WEALTH MANAGEMENT, INC. (BUFORD GA)

AZ

01/07/2002 - 04/29/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

09/29/1992 - 01/02/2002

AMERICAN WEALTH MANAGEMENT, INC. (ALPHARETTA GA)

NY

11/15/1989 - 09/11/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

05/16/1988 - 11/16/1989

F.N. WOLF & CO., INC.

NA

04/19/1988 - 05/18/1988

SHERWOOD CAPITAL, INC.

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Licenses & Designations

IA

Issued 05/03/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Dewitt Burger.
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