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BURKETT FINANCIAL SERVICES, LLC
CRD 140168 · SEC 801-67535
128 EAST MAIN STREET, SUITE 101, ROCK HILL, SC, 29730, United States
Phone
803-980-3232
Fax
803-325-1665
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$572.6M
Discretionary AUM
$554.2M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 279 | $91.2M |
| High net worth individuals | 197 | $462.3M |
States served
GA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD