| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Herbert Burkett Control | Member | 25-50% | 2001 |
| Phillip Kevin Smiley Control | Chief Compliance Officer | 25-50% | 2001 |
| Ronald Hubert Burkett Control | Member | 25-50% | 2001 |
Burkett Financial Services, LLC reports $490.8 million in regulatory assets under management on its Form ADV.
Burkett Financial Services, LLC reports 7 employees.
Burkett Financial Services, LLC is based in Rock Hill, SC and has been SEC-registered since 2007.
Burkett Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 128 East Main Street, Suite 101, Rock Hill, SC 29730 |
| Phone | 803-980-3232 |
| Fax | 803-325-1665 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $490.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $490.8M |