Unclaimed
Harriet Bridjett Fountain is a registered Investment Advisor Representative in the state of Virginia. Harriet has been in the industry since 1995, working at Washington Square Securities, Inc., and now at The Burney Co. Harriet is a Series 63 and Series 65 licensed professional. Harriet specializes in providing financial planning, investment management for individuals and investment companies. Harriet's firm, The Burney Co., manages over $2.68 billion in assets.
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
04/12/2021 - Present
THE Burney Co. (Reston VA)
CT
09/28/1995 - 12/31/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 03/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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