Neil
Brown
Burkett Financial Services, LLC
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About this Advisor
Neil Brown is a certified financial planner working in Rock Hill, South Carolina with 16 years of relevant experience. Brown is an employee of Burkett Financial Services, LLC. During their career, Brown has held roles at Freeman Wealth Management LLC, Advanced Financial Planning LLC and Burkett Financial Services, LLC. Brown can advise clients in South Carolina and Texas. Burkett Financial Services, LLC is an advisory business headquartered in Rock Hill, SC. The investment advisory business has just five people on staff. It controls $396 million in assets across its 1,450 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 1,450 customer accounts, 31% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on the type of services provided. Fees charged by Burkett Financial Services, LLC likely include some blend 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
Neil Brown Work History
Neil has been registered as a financial advisor for 16 years.*
Advanced Financial Planning LLC
Burkett Financial Services, LLC
Freeman Wealth Management 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 Neil Brown 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
