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
4833 Ihles Road, Lake Charles, LA 70605
https://www.facebook.com/burnetteplanning/
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Burnette Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Cheree Burnette, financial advisor Lake Charles LA
Cheree R. Burnette
CRD#: 1378351
4833 Ihles Road, Lake Charles, LA 70605

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, financial advisor Lake Charles LA
Douglas G. Burnette
CRD#: 5472256
4833 Ihles Road, Lake Charles, LA 70605

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.

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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