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Bcr Wealth Strategies financial advisors in Alabama
Every SEC-registered investment adviser representative at a Bcr Wealth Strategies office in Alabama, by city and A to Z.
The short answer
7 registered advisors work at Bcr Wealth Strategies in Alabama, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Vestavia (7). 3 list the CFP designation and 0 are also registered broker representatives.
Bcr Wealth Strategies advisors by city in Alabama
Every firm in Alabama →Bcr Wealth Strategies advisors in Alabama, A to Z
Search by name →- Lindsay W. BirchfieldVestavia
- Sandra M. ClevelandVestavia · Certified Financial Planner
- Timothy R. Jones Jr.Vestavia
- Abigail Y. KotarskiVestavia
- Spencer E. LawsonVestavia · Certified Financial Planner
- Marshall P. RathmellVestavia · Certified Financial Planner, Personal Financial Specialist
- Annelise N. SutherlandVestavia
Bcr Wealth Strategies advisors in every state →Bcr Wealth Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Bcr Wealth Strategies financial advisors are in Alabama?
7 investment adviser representatives are registered at Bcr Wealth Strategies offices in Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Alabama does Bcr Wealth Strategies have the most advisors?
Vestavia, with 7. Bcr Wealth Strategies has advisors in 1 city in Alabama.
How do I check a Bcr Wealth Strategies advisor in Alabama?
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.