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Lindsay Walker Birchfield

Bcr Wealth Strategies

Vestavia, AL

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Current Employers
Bcr Wealth Strategies

1952 Urban Center Parkway, Vestavia, AL 35242-2594 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-10-28
  • AL RA
    APPROVED
    Since 2021-10-28

Branch Locations

1952 Urban Center Parkway, Vestavia, AL 35242-2594 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 06/2017 Present
Samford University Birmingham AL 08/2016 05/2017
Bcr Wealth Strategies Vestavia AL 05/2019 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-28
S63 Uniform Securities Agent State Law Examination 2017-07-26
  • 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

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RFG ADVISORY, LLC
CETERA INVESTMENT ADVISERS LLC
APPROACH RETIREMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ELLIS GERALD WINDLE
STEVEN MARK HUDSON
PETER DEWITT HUVER
ELDRED L BARGER
BRYAN LEE PARKER
Cassi Busby Martinez
JONATHAN RAY FOSTER
BOBBY RAY TRUST WHITE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL

More in Vestavia, AL

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