Lindsay Walker Birchfield

Employer firm

Bcr Wealth Strategies CRD 119670

$528M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2016 → 05/2017
  Samford University
  Birmingham, AL
• 05/2019 → Present
  Bcr Wealth Strategies
  Vestavia, AL

Other Businesses

Employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation) 100 Vanguard Blvd., Malvern, PA 19355.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-28
• S63 Uniform Securities Agent State Law Examination
  2017-07-26

Other Names

• Lindsay Walker Birchfield
• Lindsay Birchfield