JB
JB

Johnny Burkett

27 Years of Experience
Cleveland, GA
Broker

Johnny Burkett is a registered investment advisor at LPL Financial LLC, based in Cleveland, GA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

153 E Kytle St, Cleveland, GA, 30528

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Johnny operates under the DBA United Community Advisors for his LPL business. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Invest Financial Corporation
July 2009 - February 2018 · 8 yrs 7 mos
Invest Financial CorporationBroker
July 2009 - February 2018 · 8 yrs 7 mos
Reliance Securities, LLC
August 2007 - July 2009 · 1 yr 11 mos
Reliance Capital Advisors, INC.
July 2004 - August 2007 · 3 yrs 1 mo
First Legacy Securities, LLCBroker
July 2004 - July 2009 · 5 yrs
Linsco/private Ledger CORP.
April 2003 - July 2004 · 1 yr 3 mos
Linsco/private Ledger CORP.Broker
September 2000 - July 2004 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - August 2000 · 1 yr 9 mos
State Registrations10 states
ALFLGAIAMDMSNCSCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.