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Lindsay Walker Birchfield

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsay Walker Birchfield · VESTAVIA, AL
Registration
CRD #6808602 · BCR WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at BCR WEALTH STRATEGIES, LLC

Jay Hallowes Mcgowan
VESTAVIA, AL
Marshall Peter Rathmell
VESTAVIA, AL
Sandra Mitchell Cleveland
VESTAVIA, AL
Kristie M Clayton
VESTAVIA, AL
Norman Mark Berk
VESTAVIA, AL

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Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)IRONDALE (13)HOOVER (10)TUSCALOOSA (9)HOMEWOOD (7)
City Guides
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Research
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