Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jadie? Claim Your ProfileJadie Thomas Burney iii is an Investment Advisor Representative at BCR Wealth Strategies, where Jadie has been employed since August 2021. BCR Wealth Strategies is an investment advisory firm located in Vestavia, Alabama. Jadie has been in the industry since August 2017, Jadie is registered to provide investment advice in Alabama. Jadie has earned the Series 65 license. BCR Wealth Strategies provides financial planning, pension consulting, and portfolio management services for individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. BCR Wealth Strategies's firm assets under management are approximately $404,481,198.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AL
01/26/2022 - Present
BCR Wealth Strategies (VESTAVIA AL)
IA
Issued 01/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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