Burnette Financial Planning, LLC
Burnette Financial Planning, LLC (CRD# 159588) is a financial advisory firm headquartered in Lake Charles, LA. They manage $49,018,109 in 181 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management49MILLION
-
Total Number of Accounts181ACCOUNTS
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Average Account Value$270,818
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Burnette Financial Planning, LLC
1
Cheree Burnette (CRD# 1378351) is an Investment Advisor Representative working at Burnette Financial Planning, LLC in Lake Charles, LA and has over 31 years of experience in the finance industry.
2
Douglas Burnette (CRD# 5472256) is an Investment Advisor Representative working at Burnette Financial Planning, LLC in Lake Charles, LA and has over 16 years of experience in the finance industry.
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