Richard P. Burchill

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CRD#: 2417148

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

Are you a "fiduciary"?

Aliases

Rich Burchill Jr | Richard Paul Burchill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 10, 2019 - September 12, 2019

BSG ADVISERS

RIA

CRD#: 297243

APEX, NC

Past

November 30, 2018 - June 10, 2019

FISCAL WISDOM WEALTH MANAGEMENT LLC

RIA

CRD#: 168299

Raleigh, NC

Past

February 9, 2018 - October 29, 2018

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA

CRD#: 288833

Cary, NC

Past

July 15, 2015 - December 22, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

RALEIGH, NC

Past

June 26, 2015 - December 22, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

RALEIGH, NC

Past

September 8, 2004 - July 18, 2005

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

CARY, NC

Past

July 28, 2004 - July 18, 2005

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

February 14, 1994 - September 25, 1998

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BSG ADVISERS

BSG ADVISERS | BUSINESS-OWNER STRATEGIES GROUP, LLC

CRD#: 297243 / SEC#: 801-134480

RIA

Registered Investment Advisory firm - (1/7/2026 Approved)

Alabama

Registered Investment Advisory firm - (1/7/2026 Terminated)

California

Registered Investment Advisory firm - (2/6/2026 Terminated)

Florida

Registered Investment Advisory firm - (1/7/2026 Terminated)

Kansas

Registered Investment Advisory firm - (1/7/2026 Terminated)

Maryland

Registered Investment Advisory firm - (1/28/2026 Terminated)

Mississippi

Registered Investment Advisory firm - (1/7/2026 Terminated)

New York

Registered Investment Advisory firm - (1/7/2026 Terminated)

North Carolina

Registered Investment Advisory firm - (1/14/2026 Terminated)

Texas

Registered Investment Advisory firm - (1/7/2026 Terminated)

Virginia

Registered Investment Advisory firm - (1/12/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/27/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/19/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/7/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/26/2015

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 7/27/2004

General Securities Representative Examination

Current Firm

BSG ADVISERS

BSG ADVISERS | BUSINESS-OWNER STRATEGIES GROUP, LLC

CRD#: 297243 / SEC#: 801-134480

RIA

Registered Investment Advisory firm - (1/7/2026 Approved)

Alabama

Registered Investment Advisory firm - (1/7/2026 Terminated)

California

Registered Investment Advisory firm - (2/6/2026 Terminated)

Florida

Registered Investment Advisory firm - (1/7/2026 Terminated)

Kansas

Registered Investment Advisory firm - (1/7/2026 Terminated)

Maryland

Registered Investment Advisory firm - (1/28/2026 Terminated)

Mississippi

Registered Investment Advisory firm - (1/7/2026 Terminated)

New York

Registered Investment Advisory firm - (1/7/2026 Terminated)

North Carolina

Registered Investment Advisory firm - (1/14/2026 Terminated)

Texas

Registered Investment Advisory firm - (1/7/2026 Terminated)

Virginia

Registered Investment Advisory firm - (1/12/2026 Terminated)

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Contact information

Main Address

56 Hunter Street Suite 230, Apex, NC 27502

Mailing Address

Phone number

(919) 267-4753

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BSG ADV PART 2A (1/12/2026)

Regulatory assets under management

Total Number of Accounts	676
AUM (Assets Under Management)	$ 134,763,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Richard P. Burchill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FISCAL WISDOM WEALTH MANAGEMENT LLC

BEACON GLOBAL ADVISOR NETWORK, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

BSG ADVISERS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/27/2015

Series 65

Date: 1/19/2015

Series 66

Date: 8/7/2004

SIE

Date: 12/22/2017

Series 6

Date: 6/26/2015

Series 7

Date: 7/27/2004

Current Firm

BSG ADVISERS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BSG ADVISERS

TRUST BUT VERIFY

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