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Richard Owings Bascom

Horan Securities, Inc.

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About Richard Owings Bascom

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.

Firm Information

Richard Bascom is currently registered with Horan Securities, Inc.. Horan Securities, Inc. is a corporation registered with the SEC and in 41 states. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and businesses. Horan Securities, Inc. has over 2200 client accounts with assets under management exceeding $545 million.
Horan Securities, Inc.

8044 MONTGOMERY RD

CINCINNATI, OH 45236

$545.22M

Assets Under Management

3

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Bascom’s Registration & Firm History

OH

11/12/2024 - Present

Horan Securities, Inc. (CINCINNATI OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Owings Bascom.
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