"We have worked with Burch & Company since August of 2008 and have nothing but praise for the company and especially the Burch team. They are extremely professional, diligent and always willing to assist in answering questions or providing advice gleaned from their many years of experience. Burch personnel are knowledgeable and creative – and they are very personable and fun to work with. When asked to recommend a broker/dealer we are never hesitant to recommend Burch & Company"
Monte
"The Burch professionals have a wealth of knowledge and experience which was extremely helpful to us as we built our new business. Partnering with Burch provided us the ability to commence operations while our Broker Dealer license was in process, which enabled us to earn revenue through the intensive 6 month FINRA new member process. Burch has a comprehensive understanding of the FINRA compliance framework and laid out our obligations relating to it clearly, always providing pragmatic and well thought through advice. It was a pleasure to work with the Burch team who care so much about what they do and the people they are partnering with. "
Former Registered Representative
"When my partners and I formed our firm, we wanted to be able to focus our complete attention on advising our clients. When it came to broker-dealer operations we knew we wanted to outsource this important function if we could find a firm that truly understood the M&A process and investment banking business model. After meeting with several broker-dealers that were unconvincing as to their understanding of our business model, we were delighted to discover Burch & Company. From the inception of the relationship we felt that the associates at Burch were our partners. They, of course, make sure we are compliant and current on regulatory trends and at the same time were very helpful in guiding a proper outcome for our various engagement documents and follow on documentation within the transaction process. The team at Burch has been professional, prompt with their reviews, and always available to us. I, personally, could not be more pleased with our relationship. It has allowed us to focus on our clients while Burch manages our compliance and broker dealer operations which was fundamental element in our original partnership model."
Keith
Licensing Whitepaper
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