Donald Burkett (CRD# 5259720) is an Investment Advisor Representative working at Burkett Financial Services, LLC in West Columbia, SC and has 1 year of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burkett Financial Services, LLC | Rock Hill, SC | Jan 2015 - Current | 9 |
| Burkett Financial Services, LLC | Rock Hill, SC | Jan 2001 - Current | 23 |
| Burkett Burkett & Burkett Certified Public Accountants, Pa | West Columbia, SC | Sep 1976 - Current | 47 |
| Resourceone Health Managmement Services, LLC | West Columbia, SC | Nov 1996 - Dec 2018 | 22 |
- SC
-
Total Assets Under Management437MILLIONS
-
Total Number of Accounts1,524ACCOUNTS
-
Average Account Value$286,438
- 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
FL, GA, NC, SC, TX
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