Burkett Financial Services, LLC

Burkett Financial Services, LLC (CRD# 140168) is a financial advisory firm headquartered in Rock Hill, SC. They manage $177,578,817 in 916 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    916
    ACCOUNTS
  • Average Account Value
    $193,863
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Burkett Financial Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Lemuel H. Mitchum
CRD#: 5268236
128 East Main Street, Suite 201, Rock Hill, SC 29730
93
Wealthminder
score

Lemuel Mitchum (CRD# 5268236) is an Investment Advisor Representative working at Burkett Financial Services, LLC in Rock Hill, SC and has over 18 years of experience in the finance industry.

2
Phillip K. Smiley
CRD#: 4120309
128 East Main Street, Suite 201, Rock Hill, SC 29730
93
Wealthminder
score

Phillip Smiley (CRD# 4120309) is an Investment Advisor Representative working at Burkett Financial Services, LLC in Rock Hill, SC and has over 17 years of experience in the finance industry.

3
Jana B. Morrison
CRD#: 6194448
128 East Main Street, Suite 201, Rock Hill, SC 29730
92
Wealthminder
score

Jana Morrison (CRD# 6194448) is an Investment Advisor Representative working at Burkett Financial Services, LLC in Rock Hill, SC and has over 4 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.

4
Neil A. Brown
CRD#: 5145080
128 East Main Street, Suite 201, Rock Hill, SC 29730
90
Wealthminder
score

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. Neil Brown 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.

5
Jayde E. Corley
CRD#: 6602389
3101 Sunset Blvd., West Columbia, SC 29169
90
Wealthminder
score

Jayde Corley (CRD# 6602389) 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. Jayde Corley 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.

6
Donald H. Burkett
CRD#: 5259720
3101 Sunset Boulevard, West Columbia, SC 29169
87
Wealthminder
score

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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.