DB
Donald H. Burkett
BURKETT FINANCIAL SERVICES
WEST COLUMBIA, SC 29169
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CRD#: 5259720
DB
Professional summary
Donald Herbert Burkett, who also goes by Donny H Burkett, is a registered financial advisor currently at BURKETT FINANCIAL SERVICES, LLC located in West Columbia, South Carolina.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Donald has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donny H Burkett
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DONALD BURKETT IS A MEMBER OF THE FOLLOWING REAL ESTATE RENTAL COMPANIES: NICKLE & DIME PARTNERSHIP, MOUNTAINVIEW ASSOCIATES, PAR 5, LLC, MARSH HARBOUR INN, INC., BURKETT, BURKETT & BURKETT P/S, LLC, PRORENTALS, LLC, WILSON KIBLER, INC., WEST COLUMBIA GOLF ASSOCIATES, LLC, M&B PARTNERSHIP, BTW, LLC, VALLEY RIDGE PROPERTIES, KBF-403, LLC, KLPB-202, LLC, OFFICE PROPERTIES, LLC, VALLEY RIDGE INVESTORS, LLC, SUNSET VENTURES, LLC. HE IS ALSO A MEMBER OF PLEX INDOOR SPORTS, LLC A SPORTS PARK. HE SPENDS 1 HOUR PER MONTH ON EACH OF THESE ACTIVITIES.
CHARLEY EMBER, LLC (CREATED BY DONALD BURKETT ON 5/1/2016); ADDRESS: 3101 SUNSET BLVD., WEST COLUMBIA, SC; INVESTMENT RELATED: YES; NATURE OF THE BUSINESS; TO MAKE INVESTMENTS FOR THE BENEFIT OF DONALD BURKETT'S GRANDCHILDREN; HE SPENDS LESS THAN 1 HOUR A MONTH ON THIS ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Herbert Burkett's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 23, 2015 - Present
BURKETT FINANCIAL SERVICES, LLC
Office #1: 3101 Sunset Boulevard, West Columbia, SC 29169RIA
CRD#: 140168
WEST COLUMBIA, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BURKETT FINANCIAL SERVICES, LLC
BURKETT FINANCIAL SERVICES, LLC
CRD#: 140168 / SEC#: 801-67535
RIA
Registered Investment Advisory firm - (1/29/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(3/23/2015)
Exams
Current Firm
BF
BURKETT FINANCIAL SERVICES, LLC
BURKETT FINANCIAL SERVICES, LLC
CRD#: 140168 / SEC#: 801-67535
RIA
Registered Investment Advisory firm - (1/29/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
128 East Main Street Suite 101, Rock Hill, SC 29730
Mailing Address
Phone number
(803) 980-3232
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,579 |
| AUM (Assets Under Management) | $ 490,786,468 |
Red Flags
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Company Information
BURKETT FINANCIAL SERVICES, LLC
CRD#: 140168West Columbia, SC 29169TRUST BUT VERIFY
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