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Roch Earl Monnig

THE Burney Co.

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About Roch Earl Monnig

Roch Monnig is an investment advisor representative with The Burney Co. Roch has been in the industry since September of 2016. Roch is a certified financial planner with the firm and specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Roch previously worked with LPL Financial LLC in Knoxville, Tennessee. Roch holds a Series 66, Series 7 and SIE license.

Firm Information

Roch Monnig 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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Roch Monnig’s Registration & Firm History

TN

02/07/2023 - Present

THE Burney Co. (Knoxville TN)

TN

09/15/2016 - 04/27/2017

LPL FINANCIAL LLC (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 07/07/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roch Earl Monnig.
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