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Richard Elmer Bauchspies

THE Burney Co.

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About Richard Elmer Bauchspies

Richard Elmer Bauchspies is an investment advisor representative with The Burney Co., and has been in the industry since March 1992. Richard is registered with the state of Rhode Island and Texas. Richard holds the Series 63, 65, and 2 securities licenses. Richard is a Chartered Financial Analyst and specializes in portfolio management for individuals, businesses, and investment companies. Richard has been with The Burney Co. since 1992. The Burney Co. manages more than $2 billion in assets and provides financial planning, portfolio management and tax preparation services.

Firm Information

Richard Bauchspies is currently registered with THE Burney Co.. THE Burney Co. is an investment advisory firm with approximately $1 billion - $10 billion in assets under management. The firm, which is headquartered in RESTON, VA, has 40 investment advisory functions and 27 investment adviser representatives. They provide investment advice to individuals, corporations, investment companies, pension and profit sharing plans, and charitable organizations.
THE Burney Co.

1800 ALEXANDER BELL DRIVE

RESTON, VA 20191

$2.68B

Assets Under Management

Not reported

Total Clients

31

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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tax preparation services

Tax preparation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Bauchspies’s Registration & Firm History

RI

01/06/2010 - Present

THE Burney Co. (PORTSMOUTH RI)

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Licenses & Designations

BC

Issued 08/04/1992

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/27/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Elmer Bauchspies.
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