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BCR WEALTH STRATEGIES, LLC
BCR WEALTH STRATEGIES, LLC
BCR WEALTH STRATEGIES
VESTAVIA, Alabama
·
6 registered advisors
·
CRD# 119670
SEC# 801-61015
1
205-298-1234
01
Firm Overview
AUM
$367M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BCR WEALTH STRATEGIES, LLC
6 registered advisors
Jay Hallowes Mcgowan
VESTAVIA, Alabama
CRD# 6326333
Kristie M Clayton
VESTAVIA, Alabama
CRD# 6911658
Lindsay Walker Birchfield
VESTAVIA, Alabama
CRD# 6808602
Marshall Peter Rathmell
VESTAVIA, Alabama
CRD# 5657799
Norman Mark Berk
VESTAVIA, Alabama
CRD# 2800970
Sandra Mitchell Cleveland
VESTAVIA, Alabama
CRD# 4570085
05
Office Locations
VESTAVIA, Alabama
6 advisors
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Data sourced from SEC Form ADV filings. BCR WEALTH STRATEGIES, LLC (CRD# 119670) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.