Donald Herbert Burkett

Employer firm

Burkett Financial Services, LLC CRD 140168

$573M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Burkett Financial Services, Llc
  Rock Hill, SC
• 09/1976 → Present
  Burkett Burkett & Burkett Certified Public Accountants, Pa
  West Columbia, SC
• 11/1996 → 12/2018
  Resourceone Health Managmement Services, Llc
  West Columbia, SC
• 01/2001 → Present
  Burkett Financial Services, Llc
  Rock Hill, SC

Other Businesses

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.

Designations

• Personal Financial Specialist

Other Names

• Donny H Burkett