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Donald Herbert Burkett

BURKETT FINANCIAL SERVICES, LLC·ROCK HILL, South Carolina
Clean record11 years registeredBURKETT FINANCIAL SERVICES, LLC
128 EAST MAIN STREET, ROCK HILL, SC 29730CRD# 5259720Firm CRD# 140168

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Herbert Burkett · ROCK HILL, SC
Registration
CRD #5259720 · BURKETT FINANCIAL SERVICES, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

BURKETT FINANCIAL SERVICES, LLC
Mar 2015 – present
02

Registrations & Exams

Registration record
First registered · March 23, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BURKETT FINANCIAL SERVICES, LLC
CRD 140168 · SEC 801-67535
AUM
$437M
Regulatory assets under management
Employees
6
1,524 client accounts
Services offered by BURKETT FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BURKETT FINANCIAL SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Donald Herbert Burkett offer?
Donald Herbert Burkett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCK HILL, South Carolina for a consultation.
What are Donald Herbert Burkett's credentials?
Donald Herbert Burkett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Herbert Burkett located?
Donald Herbert Burkett is based in ROCK HILL, South Carolina, working with BURKETT FINANCIAL SERVICES, LLC. Their office serves clients in the ROCK HILL metropolitan area and surrounding communities.
How does Donald Herbert Burkett charge for services?
Donald Herbert Burkett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURKETT FINANCIAL SERVICES, LLC?
BURKETT FINANCIAL SERVICES, LLC has approximately 6 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BURKETT FINANCIAL SERVICES, LLC

Phillip Kevin Smiley
ROCK HILL, SC

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