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Kyle Patrick McFarland

THE Burney Co.

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About Kyle Patrick McFarland

Kyle McFarland is a financial advisor registered with the Burney Co. Kyle McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and has a current active registration with the state of Virginia. Kyle McFarland is also registered in Tennessee. Kyle McFarland has been in the financial services industry since 2015. Kyle McFarland specializes in portfolio management for individuals and investment companies. Kyle McFarland is also registered with LPL Financial LLC and has a current active registration with the state of Virginia.

Firm Information

Kyle McFarland 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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Kyle McFarland’s Registration & Firm History

VA

12/01/2016 - Present

THE Burney Co. (RESTON VA)

TN

08/16/2016 - 12/20/2016

LPL FINANCIAL LLC (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 06/09/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Patrick McFarland.
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