Bcr Wealth Strategies
Bcr Wealth Strategies (CRD# 119670) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $347,009,287 in 1,047 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management347MILLION
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Total Number of Accounts1,047ACCOUNTS
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Average Account Value$331,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, NJ, NY, TX
Sandra Cleveland (CRD# 4570085) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 21 years of experience in the finance industry.
Timothy Jones (CRD# 5967989) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 12 years of experience in the finance industry.
Marshall Rathmell (CRD# 5657799) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 15 years of experience in the finance industry.
Harold Sasnowitz (CRD# 5313969) is an Investment Advisor Representative working at Bcr Wealth Strategies in Clifton, NJ and has over 17 years of experience in the finance industry.
Lindsay Birchfield (CRD# 6808602) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 6 years of experience in the finance industry.
Jadie Burney Iii (CRD# 7046941) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 2 years of experience in the finance industry.
Jacob Drum (CRD# 7671587) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has 1 year of experience in the finance industry.
Michele Fasanello (CRD# 7127967) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 2 years of experience in the finance industry.
Madison Krummen (CRD# 7744937) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has 1 year of experience in the finance industry.
Spencer Lawson (CRD# 7744920) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has 1 year of experience in the finance industry.