Roch
Monnig
The Burney Company
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About this Advisor
Roch Monnig is a financial advisor based in Knoxville, Tennessee, working with The Burney Company. Roch has previously held positions at Lpl Financial, LLC, Tennessee General Assembly, Howard H. Baker Jr. Center For Public Policy, Global Intellectual Property Asset Management, Pllc, Scripps Networks Interactive, University Of Tennessee, Knoxville, Pya Waltman Capital, LLC, Origin Financial, Forest Avenue Paraplanning LLC, Delegated Planning LLC, The Burney Company, Deeper Pockets LLC, and Tennessee Valley Asset Management Partners. Roch has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Roch is part of The Burney Company, which operates out of Knoxville, Tennessee. The firm has 14 offices and 42 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at The Burney Company includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,680,712,693
42
4,284
$625,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Roch Monnig Work History
The Burney Company
Origin Financial
Forest Avenue Paraplanning LLC
Delegated Planning LLC
Deeper Pockets LLC
Pya Waltman Capital, LLC
Lpl Financial, LLC
Tennessee General Assembly
Tennessee Valley Asset Management Partners
Howard H. Baker Jr. Center For Public Policy
Global Intellectual Property Asset Management, Pllc
Scripps Networks Interactive
University Of Tennessee, Knoxville
Disclosures
Please visit the SEC profile of Roch Monnig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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