Donald Herbert Burkett
Investment Adviser Representative at Burkett Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Donald Herbert Burkett is an investment adviser representative with Burkett Financial Services, LLC in West Columbia, SC, where they have been registered since 2015, the year they entered the securities industry. They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Burkett Financial Services, LLCJan 2015 – no end date reportedRock Hill, SC
- Burkett Burkett & Burkett Certified Public Accountants, PASep 1976 – no end date reportedWest Columbia, SC
- Resourceone Health Managmement Services, LLCNov 1996 – Dec 2018West Columbia, SC
- Burkett Financial Services, LLCJan 2001 – no end date reportedRock Hill, SC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Burkett Financial Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- First $1,000,0001.00%
- From $1,000,001 to $2,000,0000.85%
- From $2,000,001 to $5,000,0000.65%
- From $5,000,001 to $10,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Rock Hill, SC
- SEC file number:
- 801-67535
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 3, 2026
View full firm profileOther advisors at Burkett Financial Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Herbert Burkett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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