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 17 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 16 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 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.

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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