Advisor at Capital Analysts
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Analysts
Location
Henderson, NC 27536
Credentials
Series 63, Series 65
Industry experience
39 years
Phillip Burnette is a financial advisor with Lincoln Investment in Henderson, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Lincoln Investment since 2010 and has a longstanding background in insurance sales and service through his ownership and presidency of The Burnette Financial Group, Inc., which focuses on group health, life, dental, disability, and other employee benefits. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plans, charitable organizations, corporations, and other advisers, offering a variety of financial planning and portfolio management services that combine advisor consultation with programmatic management approaches.
Based on Capital Analysts
Based on Capital Analysts
$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%
Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.
230 Hillandale Drive, Po Box 821
Henderson, NC 27536
North Carolina
Lincoln Investment
2010 - Present (16 years)
Aag Securities, Inc.
1997 - Present (29 years)
Burnett Insurance Svc (DBA)
1991 - Present (35 years)
Integon Insurance
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
ChFC®, Series 63, Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
PFS™, Series 66
Oxford, NC
The Wealth Group, Ltd
Series 63, Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
Series 63, Series 65
Oxford, NC
Credit Union Investment Services
Series 63, Series 65
Stovall, NC
Private Client Services, LLC
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