Unclaimed
Brian Quantrille is an Investment Advisor Representative with The Burney Co. Brian's experience in the industry started in 2013. Brian holds a Series 65 license, a Uniform Investment Adviser Law Examination, and is registered in Virginia. The Burney Co. provides advisory services to individuals, investment companies, and other clients. The firm manages approximately $1 billion - $10 billion in assets and specializes in financial planning, portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Tax preparation services
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.
A percentage of the total value of assets under management is charged.
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VA
10/06/2021 - Present
THE Burney Co. (Reston VA)
IA
Issued 10/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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