Best Investors Account Sign in
Inactive

Lowell Dorrance Pratt

The Burney Company

Reston, VA

CRD 2185935

Claim This Profile
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:

Current Employers
The Burney Company

1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-01-03
VA RA APPROVED 1992-03-09
  • TX RA
    APPROVED
    Since 2008-01-03
  • VA RA
    APPROVED
    Since 1992-03-09

Branch Locations

1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Burney Company Reston VA 01/1986 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-03-24
S65 Uniform Investment Adviser Law Examination 1991-10-07
  • S63 Uniform Securities Agent State Law Examination
    1992-03-24
  • S65 Uniform Investment Adviser Law Examination
    1991-10-07
Designations
  • Chartered Financial Analyst
Other Names
  • Lowell Pratt

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Reston, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor