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BURNETT FINANCIAL GROUP, INC.
BURNETT FINANCIAL GROUP, INC.
BFG WEALTH
EDMOND, Oklahoma
·
4 registered advisors
·
CRD# 167814
SEC# 801-112746
0
405-341-9245
01
Firm Overview
AUM
$182M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BURNETT FINANCIAL GROUP, INC.
4 registered advisors
Dexter Harrison Wise
EDMOND, Oklahoma
CRD# 6519569
Edmund Sean Sullivan
EDMOND, Oklahoma
CRD# 5462947
Jennifer Burnett
EDMOND, Oklahoma
CRD# 7706903
Ralph Duane Burnett
EDMOND, Oklahoma
CRD# 2375927
05
Office Locations
EDMOND, Oklahoma
4 advisors
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Data sourced from SEC Form ADV filings. BURNETT FINANCIAL GROUP, INC. (CRD# 167814) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.