Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Louis Pratt is an Investment Advisor Representative at The Burney Co.. Robert is registered with the state of Virginia and holds the Series 65 license. Robert has been active in the industry since 2016 and has held positions at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. The Burney Co. is a firm located in Reston, VA and has approximately $1 billion - $10 billion in assets under management.
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.
1
2
VA
09/30/2020 - Present
THE Burney Co. (Reston VA)
IA
Issued 09/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Robert Pratt is the right advisor for you? Invested Better is here to help.
