Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Rathmell is an investment advisor representative with BCR Wealth Strategies. Marshall has been in the industry since February 2009 and is registered with the state of Alabama. Marshall is a Certified Financial Planner and a Personal Financial Specialist. Marshall's firm, BCR Wealth Strategies, is based in Vestavia, Alabama. The firm has a team of 7 investment advisor representatives who provide financial planning, pension consulting, and portfolio management services to individuals, businesses, and charities.
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
06/16/2009 - Present
BCR Wealth Strategies (VESTAVIA AL)
IA
Issued 03/31/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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