Neil Brown has been an investment adviser representative at Burkett Financial Services since February 2007, and is not listed among the firm’s executive officers or direct owners. Neil Brown holds a Masters of Accountancy from the University of South Carolina and a Bachelors in Business from the University of South Carolina.
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.
Neil Brown is Financial Consultant of Burkett Financial Services. He advises clients on personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax. Before joining the firm he headed the financial planning department at a large financial planning firm in Columbia, and earlier was a senior consultant in the Carolinas Financial Counseling Services Practice of Deloitte & Touché in Charlotte.
Neil Brown’s longest registration is the current one, 19 years at Burkett Financial Services since 2007. Before joining Burkett Financial Services in 2007, Neil Brown was registered through Freeman Wealth Management LLC.
- – present · 19 yearsWest Columbia, SC · Adviser representative · Firm CRD 140168
- Freeman Wealth Management LLC– · 10 yearsDallas, TX · Adviser representative · Firm CRD 140416
Professional designations
Listed by Burkett Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Neil Brown is registered as an investment adviser representative in 2 states. The first approvals date from February 2007; the most recent is Texas, in January 2017.
- South CarolinaSince 15 February 2007
- TexasSince 17 January 2017
Examinations
No examinations are on Neil Brown’s record.
- Full name
- Neil Ashtyn Brown
- CRD
- 5145080
- Firm
- Burkett Financial Services · CRD 140168
- Office
- 3101 Sunset Blvd, West Columbia, SC 29169
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- burkettfs.com
Where does Neil Brown work?
Neil Brown is an investment adviser representative registered through Burkett Financial Services, LLC since February 2007, and is not listed among the firm’s executive officers or direct owners.
Is Neil Brown a financial advisor?
Yes. Neil Brown has a current investment-adviser registration in South Carolina and Texas, through Burkett Financial Services since February 2007.
How many years of experience does Neil Brown have?
Neil Brown has 20 years in the financial industry, since June 2006, across 2 adviser firms.
Where is Neil Brown based?
Neil Brown’s registered office is in West Columbia, SC.
Is Neil Brown registered with FINRA?
No. Neil Brown has no current broker registration.
Is Neil Brown a CFP?
Burkett Financial Services lists Neil Brown with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Neil Brown’s record?
Search CRD 5145080 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Neil Brown’s full registration record.
- Phillip SmileyChief Compliance Officer
- Donald BurkettMember
- Ronald BurkettMember