Erin Eileen Evans

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

• 10/2013 → Present
  The Burney Company
  Reston, VA
• 08/2022 → 07/2023
  Loudoun County Public Schools - Creighton's Corner Elementary
  Ashburn, VA
• 08/2017 → 05/2022
  James Madison University
  Harrisonburg, VA
• 05/2014 → 06/2017
  High School
  Leesburg/Ashburn, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-07