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Richard Elmer Bauchspies

Investment adviser representative at The Burney Company
34 yearsExperience
2 statesRegistered in
CFADesignation
$3.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

34 years in the industry.

  1. The Burney CompanyMar 1992 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1992
  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 2 states (RI, TX).

The Burney Company

$3.6BAssets managed
1,926Clients
37Advisers
52 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2242970
Firm CRD
106945
Advisor's SEC record (opens in a new tab)
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