Donald
Burkett
Burkett Financial Services, LLC
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About this Advisor
Donald Burkett is a personal financial specialist operating in West Columbia, South Carolina, who has 8 years of industry experience. Burkett is on the advisory team at Burkett Financial Services, LLC. Over the course of their career, Burkett has held roles at Burkett Financial Services, LLC, Burkett Burkett & Burkett Certified Public Accountants, Pa and Resourceone Health Managmement Services, LLC. Burkett is able to work in South Carolina. Burkett Financial Services, LLC is a registered investment company based out of Rock Hill, SC. The investment advisory business has just five employees. It controls $396 million in assets across its 1,450 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 1,450 accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually vary depending on the services offered. Fee types charged by Burkett Financial Services, LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Burkett Financial Services, LLC Brokerage Details
$396,053,890
5
1,450
$273,141
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Donald Burkett Work History
Donald has been registered as a financial advisor for 8 years.*
Burkett Financial Services, LLC
Burkett Financial Services, LLC
Burkett Burkett & Burkett Certified Public Accountants, Pa
Resourceone Health Managmement Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Burkett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Burkett Financial Services, LLC
Rock Hill, SC
Rock Hill, SC
Rock Hill, SC
Rock Hill, SC
West Columbia, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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