Richard P. Burchill
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Richard Paul Burchill JR, who also goes by Rich Burchill Jr, Richard Paul Burchill, was a registered financial professional .
Richard is a previously registered financial professional and started their career in finance in 1994. Richard had worked at 6 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 10, 2019 - September 12, 2019
BSG ADVISERS
November 30, 2018 - June 10, 2019
FISCAL WISDOM WEALTH MANAGEMENT LLC
February 9, 2018 - October 29, 2018
BEACON GLOBAL ADVISOR NETWORK, LLC
July 15, 2015 - December 22, 2017
MML INVESTORS SERVICES, LLC
June 26, 2015 - December 22, 2017
MML INVESTORS SERVICES, LLC
September 8, 2004 - July 18, 2005
1717 CAPITAL MANAGEMENT COMPANY
July 28, 2004 - July 18, 2005
1717 CAPITAL MANAGEMENT COMPANY
February 14, 1994 - September 25, 1998
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BSG ADVISERS
CRD#: 297243 / SEC#: 801-134480
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 682 |
| AUM (Assets Under Management) | $ 114,989,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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