AdvisorOS Directory
Claim Profile
LB

Lindsay Walker Birchfield

BCR WEALTH STRATEGIES, LLC·VESTAVIA, Alabama
Unclaimed Profile
1952 URBAN CENTER PARKWAY, VESTAVIA, AL 35242-2594CRD# 6808602Firm CRD# 119670
01

About

Lindsay Walker Birchfield 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# 6808602
Firm CRD# 119670
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VESTAVIA?

Browse all registered financial advisors in VESTAVIA, Alabama or claim this profile if it's yours.

Browse VESTAVIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lindsay Walker Birchfield offer?
Lindsay Walker Birchfield specializes in Financial Planning, Investment Management. Contact their office in VESTAVIA, Alabama for a consultation.
What are Lindsay Walker Birchfield's credentials?
Lindsay Walker Birchfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsay Walker Birchfield located?
Lindsay Walker Birchfield 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 Lindsay Walker Birchfield charge for services?
Lindsay Walker Birchfield'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile