BURKETT FINANCIAL SERVICES, LLC

128 East Main Street
Suite 101
Rock Hill, South Carolina 29730
Tel: 803-980-3232

About BURKETT FINANCIAL SERVICES, LLC

BURKETT FINANCIAL SERVICES, LLC, formally registered with the SEC as BURKETT FINANCIAL SERVICES, LLC. The firm was established in 01/29/2007. They have over 2 offices throughout the country.

BURKETT FINANCIAL SERVICES, LLC is a Rock Hill, South Carolina based Financial Planning firm with nearly $490,786,468 assets under management, offering retirement planning & investment advisory services to 1579 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140168
SEC#	801-67535
Assets Managed by Firm	$490,786,468
No. of Clients	1579
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1579	$490,786,468
Individuals (other than high net worth individuals)	273	$89,511,252
High net worth individuals	174	$396,340,547
Pension and profit sharing plans	Fewer than 5 clients	$4,396,896
Charitable organizations	Fewer than 5 clients	$537,773

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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