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Neil Ashtyn Brown

Burkett Financial Services, LLC

Rock Hill, SC

West Columbia, SC

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Current Employers
Burkett Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-01-17
SC RA APPROVED 2007-02-15
  • TX RA
    APPROVED
    Since 2017-01-17
  • SC RA
    APPROVED
    Since 2007-02-15

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
Freeman Wealth Management Llc Dallas TX 06/2006 01/2017
Advanced Financial Planning Llc Lexington SC 05/2003 Present
Burkett Financial Services, Llc West Columbia SC 12/2003 Present
  • 06/2006 → 01/2017
    Freeman Wealth Management Llc
    Dallas, TX
  • 05/2003 → Present
    Advanced Financial Planning Llc
    Lexington, SC
  • 12/2003 → Present
    Burkett Financial Services, Llc
    West Columbia, SC
Previous Registrations
  • 2006-06-13 → 2017-01-20
    Freeman Wealth Management Llc
    Dallas, TX
Other Businesses

REGISTRANT TEACHES FINANCIAL PLANNING TO OTHER PROFESSIONALS (FOR EXAMPLE THE CFP REVIEW COURSE) THROUGH A SEPARATE ENTITY CALLED ADVANCED FINANCIAL PLANNING LLC. MR. BROWN SPENDS LESS THAN 10% OF HIS TIME ON THIS OTHER BUSINESS ACTIVITY.

Designations
Other Names
  • James Corneilous Brown

View on SEC IAPD

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Other Offices

BNA WEALTH · ROCK HILL, SC
EDWARD JONES · Rock Hill, SC
INTENTIONAL · FORT MILL, SC
ADVISORY SERVICES NETWORK · Fort Mill, SC
LPL FINANCIAL LLC · FORT MILL, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
EDWARD JONES · FORT MILL, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC

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