James Charbonneau

Current Employers

Employment History

• 07/2015 → 11/2017
  Girard Securities
  Seneca, SC
• 07/2015 → 06/2020
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 11/2017 → 06/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2020 → 06/2023
  Fortune Financial Services, Inc.
  Monaca, PA
• 06/2020 → 06/2023
  Golden Green, Inc.
  Seneca, SC
• 07/2015 → 06/2020
  Goldman Sachs Personal Financial Mgmt
  Seneca, SC
• 06/2023 → Present
  Lpl Financial Llc
  Seneca, SC
• 06/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 12/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2020-06-08 → 2023-11-09
  Golden Corner Wealth Advisors
  Seneca, SC
• 2015-07-23 → 2020-06-27
  United Capital Financial Advisors
  Seneca, SC
  Anderson, SC
• 2006-06-02 → 2015-07-21
  Ic Advisory Services, Inc.
  Seneca, SC
  Bedminster, NJ
• 1996-10-29 → 2006-10-02
  The Investment Center, Inc.
  Seneca, SC
  Greenville, SC

Other Businesses

1) 05/2023 - GOLDEN CORNER WEALTH ADVISORS, A DIV OF HUB REITRE - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2023 2) 05/2023 - GOLDEN CORNER WEALTH ADVISORS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2023 3) 05/2023 - BLUNOSE ICE INC - Co-owner of business that sells bags of ice cubes through vending machines - Non-Inv Rel - Seneca, SC - Start: 04/2023 - 4 Hr/Mth 4) 05/2023 - ALL IN PROPERTIES INC - Real Estate Rental - Seneca, SC - Inv Rel - Start: 02/2010 5) 05/2023 - TIPSY PARTNERS - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel- Seneca, SC - Start: 03/2020 6) 05/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - tart 05/2023 7) 05/2023 - HUB INTERNATIONAL - SVP, Retirement & Private Wealth - Non-Inv Rel - At Reported Business Location(s) - Start: 05/2023 - 160 Hr/Mth 8) 05/2023 - Notary - State of SC - Inv Rel - Start: 01/2000 9) 06/07/2023 - GOLDEN CORNER WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 6/1/2020 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 10) 06/07/2023 - GOLDEN CORNER WEALTH ADV, A DIV OF HUB RETIREMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 5/1/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 11) 06/07/2023 - HUB RETIREMENT AND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 5/1/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 12) 06/07/2023 - GOLDEN GREEN INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Start Date 6/1/2020 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 75% 13) 06/07/2023 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 5/1/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 14) 08/19/2024 - Coalwater LLC - Not Investment Related - Home based and Greenville, SC - Other - Amazon online store / restaurant - Owner - Start Date 08/01/2023 - 5 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-18
• S63 Uniform Securities Agent State Law Examination
  1991-08-15

Other Names

• Jim Charbonneau
• James L Charbonneau
• James Leroy Charbonneau