Douglas Burnette, financial advisor Lake Charles LA

Douglas Burnette

CRD Number: 5472256
Current Firm: Burnette Financial Planning, LLC

Douglas Burnette (CRD# 5472256) is an Investment Advisor Representative working at Burnette Financial Planning, LLC in Lake Charles, LA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Burnette Financial Planning, LLC Lake Charles, LA Apr 2017 - Current 7
Clark & Burnette Wealth Management, LLC Lake Charles, LA Nov 2011 - Apr 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Douglas G. Burnette
Phone Number: (337) 562-9500
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    49
    MILLIONS
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $270,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

LA, TX

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