Burkett Financial Services, LLC
Burkett Financial Services, LLC (CRD# 140168) is a financial advisory firm headquartered in Rock Hill, SC. They manage $436,532,161 in 1,524 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management437MILLION
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Total Number of Accounts1,524ACCOUNTS
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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
Neil Brown (CRD# 5145080) is an Investment Advisor Representative working at Burkett Financial Services, LLC in Rock Hill, SC and has 1 year of experience in the finance industry.
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.
Lemuel Mitchum (CRD# 5268236) is an Investment Advisor Representative working at Burkett Financial Services, LLC in Rock Hill, SC and has over 24 years of experience in the finance industry.
Phillip Smiley (CRD# 4120309) is an Investment Advisor Representative working at Burkett Financial Services, LLC in Rock Hill, SC and has over 24 years of experience in the finance industry.