Donald Burkett has held the title Member at Burkett Financial Services since January 2001, is a control person of the firm and directly owns between 25% and 50% of it.
Burkett Financial Services, LLC is a Rock Hill, SC firm with $573M under management, 476 clients and 5 advisers across 2 offices, as of its February 2026 filing.
- – present · 11 yearsWest Columbia, SC · Adviser representative · Firm CRD 140168
Investment adviser representative registrations
Donald Burkett is registered as an investment adviser representative in South Carolina, since March 2015.
- South CarolinaSince 23 March 2015
Examinations
No examinations are on Donald Burkett’s record.
- Full name
- Donald Herbert Burkett
- CRD
- 5259720
- Firm
- Burkett Financial Services · CRD 140168
- Role
- Member
- Office
- 3101 SUNSET BOULEVARD, West Columbia, SC 29169
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Burkett work?
Donald Burkett has held the title Member at Burkett Financial Services, LLC since January 2001, and is a control person of the firm.
Is Donald Burkett a financial advisor?
Yes. Donald Burkett has a current investment-adviser registration in South Carolina, through Burkett Financial Services since March 2015.
How many years of experience does Donald Burkett have?
Donald Burkett has 11 years in the financial industry, since March 2015, across 1 adviser firm.
Where is Donald Burkett based?
Donald Burkett’s registered office is in West Columbia, SC.
Is Donald Burkett registered with FINRA?
No. Donald Burkett has no current broker registration.
How can I verify Donald Burkett’s record?
Search CRD 5259720 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Burkett’s full registration record.
- Phillip SmileyChief Compliance Officer
- Ronald BurkettMember