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Sherrie Parks Campbell

THE Burney Co.

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About Sherrie Parks Campbell

Sherrie Parks Campbell is an Investment Advisor Representative with The Burney Co. in WATKINSVILLE, GA. Sherrie has been in the industry since 1991. Sherrie is registered to provide investment advisory services in Georgia and Texas. Sherrie also has a Series 63 and Series 65 license. The Burney Co. provides investment advice to high-net-worth individuals, corporations, trusts, and pension plans. Sherrie specializes in portfolio management for individuals and investment companies. Sherrie is dedicated to providing personalized investment advice and financial planning services to help clients achieve their financial goals.

Firm Information

Sherrie Campbell 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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Sherrie Campbell’s Registration & Firm History

GA

06/19/2008 - Present

THE Burney Co. (WATKINSVILLE GA)

NA

09/18/1991 - 03/17/1994

WADDELL & REED, INC.

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Licenses & Designations

IA

Issued 08/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/1996

Series 2 - Non-Member General Securities Examination

BC

Issued 09/16/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sherrie Parks Campbell.
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