BURKETT FINANCIAL SERVICES, LLC

ROCK HILL, South Carolina·6 registered advisors·CRD# 140168

SEC# 801-675351803-980-3232

01

Firm Overview

AUM

$437M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

6

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

6 registered advisors

Donald Herbert Burkett

ROCK HILL, South Carolina

Harvey Charlie Heise

ROCK HILL, South Carolina

Jr Larry Montague

ROCK HILL, South Carolina

Max Lee Cummings

ROCK HILL, South Carolina

Phillip Kevin Smiley

ROCK HILL, South Carolina

Ronald Hubert Burkett

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.