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).

Current Firm Details
128 East Main Street, Suite 101, Rock Hill, SC 29730
https://www.linkedin.com/company/burkett-financial-services/
By the Numbers
  • Total Assets Under Management
    437
    MILLION
  • Total Number of Accounts
    1,524
    ACCOUNTS
  • Average Account Value
    $286,438
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
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX

Financial Advisors at Burkett Financial Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Neil Brown, financial advisor Rock Hill SC
Neil A. Brown
CRD#: 5145080
128 East Main Street, Suite 101, Rock Hill, SC 29730

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.

2
Donald Burkett, financial advisor West Columbia SC
Donald H. Burkett
CRD#: 5259720
3101 Sunset Boulevard, West Columbia, SC 29169

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.

3
Lemuel Mitchum, financial advisor Rock Hill SC
Lemuel H. Mitchum
CRD#: 5268236
128 East Main Street, Suite 101, Rock Hill, SC 29730

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.

4
Phillip Smiley, financial advisor Rock Hill SC
Phillip K. Smiley
CRD#: 4120309
128 East Main Street, Suite 101, Rock Hill, SC 29730

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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