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BURKETT FINANCIAL SERVICES, LLC

ROCK HILL, SC · CRD 140168 · IAPD ↗ · 803-980-3232

$572.6MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — BURKETT FINANCIAL SERVICES, LLC crossed $500M in regulatory AUM ($490.8M -> $572.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.