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Spencer Earl Lawson

BCR Wealth Strategies

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About Spencer Earl Lawson

Spencer Earl Lawson is a financial advisor registered with BCR Wealth Strategies in VESTAVIA, Alabama. Spencer has been in the financial industry for a number of years and holds a Series 65 license. Spencer's areas of expertise include financial planning, pension consulting, and portfolio management for individuals. Spencer also holds the designation of Certified Financial Planner. Spencer is committed to providing clients with personalized financial advice and guidance.

Firm Information

Spencer Lawson 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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Spencer Lawson’s Registration & Firm History

AL

05/23/2023 - Present

BCR Wealth Strategies (VESTAVIA AL)

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Licenses & Designations

IA

Issued 03/10/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Earl Lawson.
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