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Emily Medling Stokes

THE Burney Co.

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About Emily Medling Stokes

Emily Medling Stokes is a registered investment advisor representative associated with The Burney Co. based in Union City, Tennessee. Emily has been in the industry since May 2011 and has passed the Uniform Investment Adviser Law Examination. Emily's specializations include Portfolio Management for Individuals, Investment Companies and Retirement Plans. The Burney Co. is a firm with $1 billion to $10 billion in assets under management and specializes in Financial Planning and Portfolio Management. The firm offers a variety of services including tax preparation services.

Firm Information

Emily Stokes 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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Emily Stokes’s Registration & Firm History

TN

10/18/2024 - Present

THE Burney Co. (Union City TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Medling Stokes.
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