The Burney Company

The Burney Company (CRD# 106945) is a financial advisory firm headquartered in Reston, VA. They manage $2,680,712,693 in 4,284 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,681
    MILLION
  • Total Number of Accounts
    4,284
    ACCOUNTS
  • Average Account Value
    $625,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at The Burney Company
Showing 1 - 10 of 29 top financial advisors.
1
Brenna R. Allsopp
CRD#: 7062916
1800 Alexander Bell Drive, Suite 510, Reston, VA 20191

Brenna Allsopp (CRD# 7062916) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 5 years of experience in the finance industry.

2
Christine R. Arlitt
CRD#: 1832009
Houston, TX

Christine Arlitt (CRD# 1832009) is an Investment Advisor Representative working at The Burney Company in Houston, TX and has over 36 years of experience in the finance industry.

3
Richard E. Bauchspies
CRD#: 2242970
Portsmouth, RI

Richard Bauchspies (CRD# 2242970) is an Investment Advisor Representative working at The Burney Company in Portsmouth, RI and has over 32 years of experience in the finance industry.

4
Jodi L. Bowman
CRD#: 6743251
Carlisle, PA

Jodi Bowman (CRD# 6743251) is an Investment Advisor Representative working at The Burney Company in Carlisle, PA and has over 7 years of experience in the finance industry.

5
Sherrie P. Campbell
CRD#: 2159664
Watkinsville, GA

Sherrie Campbell (CRD# 2159664) is an Investment Advisor Representative working at The Burney Company in Watkinsville, GA and has over 32 years of experience in the finance industry.

6
John M. Daley
CRD#: 1750090
Carlisle, PA

John Daley (CRD# 1750090) is an Investment Advisor Representative working at The Burney Company in Carlisle, PA and has over 35 years of experience in the finance industry.

7
Diane Desilva
CRD#: 1305459
Lakewood Ranch, FL

Diane Desilva (CRD# 1305459) is an Investment Advisor Representative working at The Burney Company in Lakewood Ranch, FL and has over 26 years of experience in the finance industry.

8
John W. Drerup
CRD#: 4773903
P.o. Box 1121, Union City, TN 38281

John Drerup (CRD# 4773903) is an Investment Advisor Representative working at The Burney Company in Union City, TN and has over 20 years of experience in the finance industry.

9
Gilbert R. Green
CRD#: 2143848
Lakewood Ranch, FL

Gilbert Green (CRD# 2143848) is an Investment Advisor Representative working at The Burney Company in Lakewood Ranch, FL and has over 33 years of experience in the finance industry.

10
Evgeny V. Gushcha
CRD#: 5713195
1800 Alexander Bell Drive, Suite 510, Reston, VA 20191

Evgeny Gushcha (CRD# 5713195) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 14 years of experience in the finance industry.

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