Burkett Financial Services, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 140168
- SEC number
- 801-67535
- Firm type
- RIA
- Assets under management
- $572.6M as of Feb 3, 2026
- Website
- www.linkedin.com/company/burkett-financial-services ↗
- Phone
- 803-980-3232
- Address
- 128 East Main Street, Rock Hill, SC, 29730
Advisors at this firm
5 in our index · page 1 of 1
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Neil Ashtyn BrownCRD 5145080 · West Columbia, SCIA Registered
-
Donald Herbert BurkettCRD 5259720 · West Columbia, SCIA Registered
-
Lemuel Hoyle MitchumCRD 5268236 · West Columbia, SCIA Registered
-
Jana Blackwell MorrisonCRD 6194448 · Rock Hill, SCIA Registered
-
Phillip Kevin SmileyCRD 4120309 · Rock Hill, SCIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 140168 ↗
FINRA BrokerCheck record for firm CRD 140168 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.