Jana MorrisonCRD Number: 6194448
Current Firm: Burkett Financial Services, LLC
Jana Morrison (CRD# 6194448) is an Investment Advisor Representative working at Burkett Financial Services, LLC in Rock Hill, SC and has over 3 years of experience in the finance industry. Jana Morrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Burkett Financial Services, LLC||Rock Hill, SC||Sep 2014 - Current||2|
|Cetera Advisors Network||El Segundo, CA||Jun 2013 - Sep 2014||1|
|Founders Federal Credit Union||Lancaster, SC||May 2013 - Sep 2014||1|
|The Springs Company||Lancaster, SC||Jun 1992 - May 2013||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
Total Assets Under Management178MILLIONS
Total Number of Accounts916ACCOUNTS
Average Account Value$193,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services