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Richard Owings Bascom is a financial advisor at Horan Securities, Inc. Richard has been in the industry since July 2024. Richard is registered as a Registered Representative in Florida, Indiana, Kentucky and Ohio. Richard has passed the Series 63 and Series 65 exams. Richard works with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Richard provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
11/12/2024 - Present
Horan Securities, Inc. (CINCINNATI OH)
Active
Inactive
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