Kyle
Mcfarland
The Burney Company
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About this Advisor
Kyle Mcfarland is a certified financial planner operating out of Reston, Virginia with a total of 7 years of industry experience. Mcfarland is on the advisory team at The Burney Company. Their career trajectory has included roles at The Burney Company, Parking Management Company, Lpl Financial LLC, University Of Tennessee, Tennessee Valley Asset Management Partners, LLC and Burney Company. Mcfarland maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Tennessee and Virginia. The Burney Company is an advisory firm operating out of Reston, VA. It has offices in 14 locations and a total of 41 employees. It oversees $2 billion in assets between its 4,175 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 4,175 client accounts, 46% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Fees for financial management largely depend on the type of services offered. Fees billed by The Burney Company can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,250,234,810
41
4,175
$538,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Kyle Mcfarland Work History
Kyle has been registered as a financial advisor for 7 years.*
Burney Company
Tennessee Valley Asset Management Partners, LLC
Lpl Financial LLC
Tennessee Valley Asset Management Partners, LLC
The Burney Company
Parking Management Company
University Of Tennessee
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Mcfarland 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
Richmond, VA
Knoxville, TN
Watkinsville, GA
Reston, VA
Reston, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
