Bijal H. Patel
Professional summary
Bijal Harshad Patel, CFP®, who also goes by Bijal Patel, is a registered financial advisor currently at THE BURNEY COMPANY located in Richmond, Virginia.
Bijal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Bijal has worked at 5 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 52, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bijal Harshad Patel's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
July 17, 2012 - Present
THE BURNEY COMPANY
August 5, 2009 - April 7, 2010
SCOTTRADE, INC.
February 8, 2006 - July 31, 2009
CAPITAL BROKERAGE CORPORATION
July 2, 2003 - January 10, 2006
TD AMERITRADE, INC.
June 4, 1996 - January 10, 2006
TD AMERITRADE, INC.
November 8, 1995 - January 26, 1996
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
THE BURNEY COMPANY
CRD#: 106945 / SEC#: 801-10232
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/17/2012)
Exams
Series 8
Date: 3/4/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
THE BURNEY COMPANY
CRD#: 106945 / SEC#: 801-10232
Contact information
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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