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Lemuel Hoyle Mitchum

Burkett Financial Services, LLC

Rock Hill, SC

West Columbia, SC

CRD 5268236

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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:

Current Employers
Burkett Financial Services, Llc

128 East Main Street Suite 101, Rock Hill, SC 29730 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-12-15
  • SC RA
    APPROVED
    Since 2024-12-15

Branch Locations

128 East Main Street Suite 101, Rock Hill, SC 29730 • United States

3101 Sunset Blvd., West Columbia, SC 29169 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burkett Financial Services, Llc Rock Hill SC 07/2000 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-09-27
  • S66 Uniform Combined State Law Examination
    1999-09-27

View on SEC IAPD

Nearby Firms

BNA WEALTH
EDWARD JONES
INTENTIONAL

Nearby Investors

BERNARD NEAL ACKERMAN
Adam Eric Ackerman
Gavin Mark Gochnour

Nearby Offices

BNA WEALTH · ROCK HILL, SC
EDWARD JONES · Rock Hill, SC
INTENTIONAL · FORT MILL, SC

More in Rock Hill, SC

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