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John Cassidy

Burch & Company, Inc.

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About John Cassidy

John Cassidy is a financial advisor with Burch & Company, Inc. John is licensed to provide investment advice in California. John holds the Series 79TO, Series 63, and SIE licenses and has been in the industry since November 2023. John's firm is located at 4151 N. MULBERRY DRIVE, SUITE 235 in KANSAS CITY, MO.

Firm Information

John Cassidy is currently registered with Burch & Company, Inc.. Burch & Company, Inc. is a Corporation formed on June 8, 1999. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia. The firm's profile indicates that it has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John Cassidy’s Registration & Firm History

MO

11/06/2023 - Present

Burch & Company, Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 09/08/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Cassidy.
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