Kyle Patrick Mcfarland

Employer firm

The Burney Company CRD 106945

$3.59B regulatory AUM 1,936 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• TAX PREPARATION/PLANNING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 11/2016
  Lpl Financial Llc
  Knoxville, TN
• 09/2016 → 11/2016
  Tennessee Valley Asset Management Partners, Llc
  Knoxville, TN
• 10/2015 → 09/2016
  Tennessee Valley Asset Management Partners, Llc
  Knoxville, TN
• 11/2016 → Present
  Burney Company
  Reston, VA

Previous Registrations

• 2016-09-14 → 2016-11-29
  Tvamp, Llc
  Knoxville, TN

Exams

• S66 Uniform Combined State Law Examination
  2016-06-09

Designations

• Certified Financial Planner