Bijal
Patel
The Burney Company
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About this Advisor
Bijal Patel is a financial advisor based in Richmond, Virginia, working with The Burney Company. Bijal has previously held a position at The Burney Company. Bijal has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Bijal is part of The Burney Company, which operates out of Richmond, Virginia. The firm has 14 offices and 42 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at The Burney Company includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,680,712,693
42
4,284
$625,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Bijal Patel Work History
The Burney Company
Disclosures
Please visit the SEC profile of Bijal Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Burney Company
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Carlisle, PA
Reston, VA
Reston, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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