Unclaimed Profile

Harvey Charlie Heise

BURKETT FINANCIAL SERVICES, LLC·ROCK HILL, South Carolina

Clean recordBURKETT FINANCIAL SERVICES, LLC

128 EAST MAIN STREET, ROCK HILL, SC 29730CRD# 5259741Firm CRD# 140168

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harvey Charlie Heise · ROCK HILL, SC

Registration

CRD #5259741 · BURKETT FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Harvey Charlie Heise is a registered financial advisor based in ROCK HILL, South Carolina, affiliated with BURKETT FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BURKETT FINANCIAL SERVICES, LLC

AUM

$437M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BURKETT FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5259741

Firm CRD# 140168

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Harvey Charlie Heise offer?

Harvey Charlie Heise specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCK HILL, South Carolina for a consultation.

What are Harvey Charlie Heise's credentials?

Harvey Charlie Heise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harvey Charlie Heise located?

Harvey Charlie Heise 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 Harvey Charlie Heise charge for services?

Harvey Charlie Heise'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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