Gary D. Burger

PARK SQUARE FINANCIAL GROUP LLC

Buford, GA 30518

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CRD#: 1803341

Professional summary

Gary Dewitt Burger, CFP® is a registered financial advisor currently at PARK SQUARE FINANCIAL GROUP LLC located in Buford, Georgia.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Gary has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Dewitt Burger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 11, 2024 - Present

PARK SQUARE FINANCIAL GROUP LLC

Office #1: 208 South Hill Street, Buford, GA 30518

RIA

CRD#: 332268

Buford, GA

Past

August 1, 2023 - September 18, 2024

CSENGE ADVISORY GROUP, LLC

RIA

CRD#: 131167

Buford, GA

Past

April 22, 2008 - August 2, 2023

GARY BURGER INVESTMENTS, LLC

RIA

CRD#: 126388

BUFORD, GA

Past

September 27, 2006 - May 12, 2011

AMERICAN WEALTH MANAGEMENT, INC.

RIA

CRD#: 25536

BUFORD, GA

Past

May 13, 2004 - February 10, 2011

AMERICAN WEALTH MANAGEMENT, INC.

CRD#: 25536

BUFORD, GA

Past

January 7, 2002 - April 29, 2004

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

September 29, 1992 - January 2, 2002

AMERICAN WEALTH MANAGEMENT, INC.

CRD#: 25536

ALPHARETTA, GA

Past

November 15, 1989 - September 11, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 16, 1988 - November 16, 1989

F.N. WOLF & CO., INC.

CRD#: 13051

Past

April 19, 1988 - May 18, 1988

SHERWOOD CAPITAL, INC.

CRD#: 10474

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARK SQUARE FINANCIAL GROUP LLC

PARK SQUARE | PARK SQUARE FINANCIAL GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC

CRD#: 332268 / SEC#: 801-131121

RIA

Registered Investment Advisory firm - (9/13/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/3/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/11/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/16/1988

General Securities Representative Examination

Current Firm

PARK SQUARE FINANCIAL GROUP LLC

PARK SQUARE | PARK SQUARE FINANCIAL GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC

CRD#: 332268 / SEC#: 801-131121

RIA

Registered Investment Advisory firm - (9/13/2024 Approved)

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Contact information

Main Address

55 Park Square Ste 103, Roswell, GA 30075

Mailing Address

Phone number

(770) 641-1401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/19/2025)

WRAP BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	736
AUM (Assets Under Management)	$ 208,169,989

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gary D. Burger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Dewitt Burger's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSENGE ADVISORY GROUP, LLC

GARY BURGER INVESTMENTS, LLC

AMERICAN WEALTH MANAGEMENT, INC.

AMERICAN WEALTH MANAGEMENT, INC.

OSAIC WEALTH, INC.

AMERICAN WEALTH MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

F.N. WOLF & CO., INC.

SHERWOOD CAPITAL, INC.

Primary Firm SEC Registration

PARK SQUARE FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/1996

Series 63

Date: 4/11/1988

Series 7

Date: 4/16/1988

Current Firm

PARK SQUARE FINANCIAL GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK SQUARE FINANCIAL GROUP LLC

TRUST BUT VERIFY

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