BURKETT FINANCIAL SERVICES, LLC

ROCK HILL, South Carolina·2 registered advisors·CRD# 140168

SEC# 801-675351803-980-3232

01

Firm Overview

AUM

$437M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BURKETT FINANCIAL SERVICES, LLC

2 registered advisors

Donald Herbert Burkett

ROCK HILL, South Carolina

Phillip Kevin Smiley

ROCK HILL, South Carolina

05

Office Locations

ROCK HILL, South Carolina

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Data sourced from SEC Form ADV filings. BURKETT FINANCIAL SERVICES, LLC (CRD# 140168) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.