Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Carlton Burnette is a financial advisor with over 30 years of experience in the industry. Phillip is registered with Lincoln Investment and Capital Analysts. He has a Series 6, 7, 63 and 65 licenses as well as the SIE exam and provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Phillip has worked with clients in various industries, including corporations, individuals, trusts, and estates. Phillip is dedicated to helping his clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
02/10/2011 - Present
Lincoln Investment (HENDERSON NC)
NC
01/10/1997 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (HENDERSON NC)
GA
01/01/1996 - 12/31/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
05/22/1989 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
NA
01/30/1987 - 05/31/1989
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 02/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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