Financial ADVSR advisor directory · SEC adviser records
Bcr Wealth Strategies financial advisors in Vestavia, AL
Every SEC-registered investment adviser representative at a Bcr Wealth Strategies office in Vestavia, A to Z.
The short answer
7 registered advisors work at Bcr Wealth Strategies in Vestavia, out of 8 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Bcr Wealth Strategies advisors in Vestavia, A to Z
Every Bcr Wealth Strategies advisor →- Lindsay W. BirchfieldInvestment adviser rep
- Sandra M. ClevelandCertified Financial Planner
- Timothy R. Jones Jr.Investment adviser rep
- Abigail Y. KotarskiInvestment adviser rep
- Spencer E. LawsonCertified Financial Planner
- Marshall P. RathmellCertified Financial Planner, Personal Financial Specialist
- Annelise N. SutherlandInvestment adviser rep
Bcr Wealth Strategies advisors in every city and state →Bcr Wealth Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bcr Wealth Strategies advisors in other cities
Other firms in Vestavia
All Vestavia advisors →Ameriprise Financial Services, LLC 7State Farm Investment Management Corp. 5
Questions
How many financial advisors does Bcr Wealth Strategies have in Vestavia?
7 investment adviser representatives are registered at Bcr Wealth Strategies offices in Vestavia, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Bcr Wealth Strategies one of the largest advisor employers in Vestavia?
Bcr Wealth Strategies ranks number 2 in Vestavia by registered advisors; Ameriprise Financial Services, LLC has the most, with 7.
How do I check a Bcr Wealth Strategies advisor in Vestavia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bcr Wealth Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.