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Jon B

Series 63, Series 65

Amarillo, TX

LPL Financial

Jon Burnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Raymond James Financial Services, Happy State Bank, and Citigroup Global Markets. He also owns and manages client accounts and business operations at Burnett Financial Services and Jon Burnett Financial Services LLC in Amarillo, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutional clients through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel H

Series 63, Series 65

Amarillo, TX

LPL Financial

Daniel Houk is a financial advisor with LPL Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2012 and previously served with Raymond James Financial Services Advisors and Happy State Bank. Outside of his advisory role, he is an associate and senior registered sales associate at Burnett Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad platform of strategic investment options and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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