Lowell D. Pratt
THE BURNEY COMPANY | Partner
RESTON, VA 20191
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CRD#: 2185935
Professional summary
Lowell Dorrance Pratt JR, who also goes by Lowell Pratt, is a registered financial advisor currently at THE BURNEY COMPANY located in Reston, Virginia.
Lowell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Lowell has worked at 1 firm and has passed the Series 63, Series 65 and Series 2 exams.
Biography
Burney Wealth Management is a fee-only, Registered Investment Advisor helping individuals and families pursue their financial goals. From retirement planning to protecting and preserving wealth, our wealth management team offers objective advice and clear solutions based on your individual needs.
At Burney Wealth, you will work directly with a CFP ® professional backed by a team of CFA Charterholders who strive to deliver peace of mind through a holistic financial plan and personalized investment mix. Our financial planning process is focused on you – learning about the goals and aspirations you have for yourself and your family. The process evaluates where you are now, where you want to go, and lays out a roadmap so you can see yourself getting there. Using a combination of our in-house US-equity investment strategies honed since 1974 and other diversifying asset classes, we implement the investment mix to best pursue your financial goals.
Situations change through time so the final step in our process is to keep in touch about any life changes and monitor your plan to make sure it is still right for you. Your Wealth Advisor will communicate with you quarterly to revisit your plan, monitor its progress and make any adjustments.
Question & Answer
What are your service offerings?
Trading individual securities
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
750K
Are you a "fiduciary"?
Yes
Aliases
Lowell Pratt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lowell Dorrance Pratt JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 9, 1992 - Present
THE BURNEY COMPANY
Office #1: 1800 Alexander Bell Drive Suite 510, Reston, VA 20191RIA
CRD#: 106945
RESTON, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TB
THE BURNEY COMPANY
BURNEY CO | THE BURNEY COMPANY | BURNEY COMPANY
CRD#: 106945 / SEC#: 801-10232
RIA
Registered Investment Advisory firm - (9/18/1974 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/3/2008)
IAR
Virginia(3/9/1992)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 12/5/1991
Non-Member General Securities ExaminationCurrent Firm
TB
THE BURNEY COMPANY
BURNEY CO | THE BURNEY COMPANY | BURNEY COMPANY
CRD#: 106945 / SEC#: 801-10232
RIA
Registered Investment Advisory firm - (9/18/1974 Approved)PREMIUM
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Contact information
Main Address
1800 Alexander Bell Drive Suite 510, Reston, VA 20191
Mailing Address
Phone number
(866) 928-7639
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,389 |
| AUM (Assets Under Management) | $ 3,136,984,434 |
Red Flags
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