Neil Ashtyn Brown

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

• 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

• Certified Financial Planner

Other Names

• James Corneilous Brown