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Bijal Harshad Patel

THE Burney Co.

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About Bijal Harshad Patel

Bijal Patel is an Investment Advisor Representative with The Burney Co. Bijal has over 20 years of experience in the financial services industry, specializing in providing financial planning, portfolio management for individuals and investment companies. Bijal is registered with the state of Virginia.

Firm Information

Bijal Patel is currently registered with THE Burney Co.. THE Burney Co. is an investment advisory firm with approximately $1 billion - $10 billion in assets under management. The firm, which is headquartered in RESTON, VA, has 40 investment advisory functions and 27 investment adviser representatives. They provide investment advice to individuals, corporations, investment companies, pension and profit sharing plans, and charitable organizations.
THE Burney Co.

1800 ALEXANDER BELL DRIVE

RESTON, VA 20191

$2.68B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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tax preparation services

Tax preparation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bijal Patel’s Registration & Firm History

VA

07/17/2012 - Present

THE Burney Co. (Richmond VA)

MO

08/05/2009 - 04/07/2010

SCOTTRADE, INC. (ST. LOUIS MO)

VA

02/08/2006 - 07/31/2009

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

06/04/1996 - 01/10/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (RICHMOND VA)

MI

11/08/1995 - 01/26/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 07/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/04/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/03/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1995

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bijal Harshad Patel.
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