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Bijal P
Series 63, Series 65, Series 66
Richmond, VA
The Burney Company
Bijal Patel is a financial advisor at The Burney Company with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with The Burney Company since 2012. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform with a blend of proprietary fundamental and quantitative investment models, offering discretionary equity portfolio management and financial planning services.
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