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Kristie M Clayton

BCR WEALTH STRATEGIES, LLC·VESTAVIA, Alabama
Unclaimed Profile
1952 URBAN CENTER PARKWAY, VESTAVIA, AL 35242-2594CRD# 6911658Firm CRD# 119670
01

About

Kristie M Clayton is a registered financial advisor based in VESTAVIA, Alabama, affiliated with BCR WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BCR WEALTH STRATEGIES, LLC
BCR WEALTH STRATEGIES
AUM
$367M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BCR WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6911658
Firm CRD# 119670
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristie M Clayton offer?
Kristie M Clayton specializes in Financial Planning, Investment Management. Contact their office in VESTAVIA, Alabama for a consultation.
What are Kristie M Clayton's credentials?
Kristie M Clayton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristie M Clayton located?
Kristie M Clayton is based in VESTAVIA, Alabama, working with BCR WEALTH STRATEGIES, LLC. Their office serves clients in the VESTAVIA metropolitan area and surrounding communities.
How does Kristie M Clayton charge for services?
Kristie M Clayton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCR WEALTH STRATEGIES, LLC?
BCR WEALTH STRATEGIES, LLC has approximately 13 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VESTAVIA
Norman Mark Berk — BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLCSandra Mitchell Cleveland — BCR WEALTH STRATEGIES, LLCMarshall Peter Rathmell — BCR WEALTH STRATEGIES, LLCJay Hallowes Mcgowan — BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLCEric Jason Mcclain — APPROACH RETIREMENT ADVISORS, LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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