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Marshall Peter Rathmell

BCR WEALTH STRATEGIES, LLC·VESTAVIA, Alabama
Series 65Clean record17 years registeredBCR WEALTH STRATEGIES, LLC
1952 URBAN CENTER PARKWAY, VESTAVIA, AL 35242-2594CRD# 5657799Firm CRD# 119670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marshall Peter Rathmell · VESTAVIA, AL
Registration
CRD #5657799 · BCR WEALTH STRATEGIES, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

BCR WEALTH STRATEGIES
Jun 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 16, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BCR WEALTH STRATEGIES, LLC
CRD 119670 · SEC 801-61015
AUM
$367M
Regulatory assets under management
Employees
13
1,054 client accounts
Services offered by BCR WEALTH STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BCR WEALTH STRATEGIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Marshall Peter Rathmell offer?
Marshall Peter Rathmell specializes in Financial Planning, Investment Management. Contact their office in VESTAVIA, Alabama for a consultation.
What are Marshall Peter Rathmell's credentials?
Marshall Peter Rathmell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Peter Rathmell located?
Marshall Peter Rathmell 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 Marshall Peter Rathmell charge for services?
Marshall Peter Rathmell'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

Sandra Mitchell Cleveland
VESTAVIA, AL
Jay Hallowes Mcgowan
VESTAVIA, AL
CFPPFS
Lindsay Walker Birchfield
VESTAVIA, AL
Norman Mark Berk
VESTAVIA, AL

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Nearby cities in Alabama
BIRMINGHAM (228)MOBILE (35)HUNTSVILLE (28)MONTGOMERY (19)VESTAVIA HILLS (16)FAIRHOPE (9)HOOVER (8)TUSCALOOSA (7)DAPHNE (6)AUBURN (5)
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Research
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