Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames H McCown is an Investment Advisor Representative at BCR Wealth Strategies in VESTAVIA, Alabama. James is a Series 65 licensed advisor who has been in the industry since June 2023. James has a background in education and finance, having worked as a teacher and a financial consultant. James specializes in providing financial planning and investment management services to individuals, families, and small businesses. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
09/04/2024 - Present
BCR Wealth Strategies (VESTAVIA AL)
IA
Issued 08/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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