Unclaimed Profile

Sherrie Parks Campbell

THE BURNEY COMPANY·RESTON, Virginia

Series 2, Series 6, Series 63, Series 65Clean record18 years registeredTHE BURNEY COMPANY

1800 ALEXANDER BELL DRIVE, RESTON, VA 20191CRD# 2159664Firm CRD# 106945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sherrie Parks Campbell · RESTON, VA

Registration

CRD #2159664 · THE BURNEY COMPANY · 18 years registered

Brand Profile

Not yet started

Career History

THE BURNEY COMPANY

Sep 2007 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · September 11, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE BURNEY COMPANY

CRD 106945 · SEC 801-10232

AUM

$2.7B

Regulatory assets under management

Employees

4,284 client accounts

Services offered by THE BURNEY COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at THE BURNEY COMPANY →

Introduction

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Frequently Asked Questions

What services does Sherrie Parks Campbell offer?

Sherrie Parks Campbell specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.

What are Sherrie Parks Campbell's credentials?

Sherrie Parks Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sherrie Parks Campbell located?

Sherrie Parks Campbell is based in RESTON, Virginia, working with THE BURNEY COMPANY. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Sherrie Parks Campbell charge for services?

Sherrie Parks Campbell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE BURNEY COMPANY?

THE BURNEY COMPANY has approximately 42 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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