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Lindsay Walker Birchfield

BCR Wealth Strategies

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About Lindsay Walker Birchfield

Lindsay Birchfield is an Investment Advisor Representative at BCR Wealth Strategies, a firm registered with the state of Alabama. Lindsay has been in the financial services industry since 2017. Lindsay is a Series 65 and Series 63 licensed professional. Lindsay is also a Series 7 and SIE licensed professional. Lindsay specializes in financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Lindsay has over 200 clients. Lindsay provides services to a variety of clients including individuals, corporations, and charitable organizations.

Firm Information

Lindsay Birchfield is currently registered with BCR Wealth Strategies. BCR Wealth Strategies is an investment advisor registered with the SEC and located in VESTAVIA, AL. They manage over $404 million in assets for a diverse range of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. BCR Wealth Strategies offers financial planning, pension consulting, and selection of other advisers. They are dedicated to providing personalized wealth management strategies to meet the unique needs of their clients.
BCR Wealth Strategies

1952 URBAN CENTER PARKWAY

VESTAVIA, AL 35242-2594

$404.48M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lindsay Birchfield’s Registration & Firm History

AL

10/28/2021 - Present

BCR Wealth Strategies (VESTAVIA AL)

NC

08/23/2017 - 06/13/2019

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 10/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsay Walker Birchfield.
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