Lindsay Birchfield has been Member and Chief Compliance Officer of BCR Wealth Strategies since July 2022, is not listed as a control person, but directly owns under 5% of the firm.
BCR Wealth Strategies, LLC is a Vestavia, AL firm with $528M under management, 362 clients and 7 advisers across 2 offices, as of its September 2026 filing.
- BCR Wealth StrategiesCurrent– present · 4 yearsVestavia, AL · Adviser representative · Firm CRD 119670
Investment adviser representative registrations
Lindsay Birchfield is registered as an investment adviser representative in Alabama, since October 2021.
- AlabamaSince 28 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 August 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 July 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Lindsay Walker Birchfield
- CRD
- 6808602
- Firm
- BCR Wealth Strategies · CRD 119670
- Role
- Member and Chief Compliance Officer
- Office
- 1952 URBAN CENTER PARKWAY, Vestavia, AL 35242-2594
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Lindsay Birchfield work?
Lindsay Birchfield has been Member and Chief Compliance Officer of BCR Wealth Strategies, LLC since July 2022.
Is Lindsay Birchfield a financial advisor?
Yes. Lindsay Birchfield has a current investment-adviser registration in Alabama, through BCR Wealth Strategies since October 2021.
How many years of experience does Lindsay Birchfield have?
Lindsay Birchfield has 6 years in the financial industry, since January 2020, across 1 adviser firm.
What exams has Lindsay Birchfield passed?
Lindsay Birchfield has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in July 2017. FINRA credited Lindsay Birchfield with the SIE, which began in October 2018.
Where is Lindsay Birchfield based?
Lindsay Birchfield’s registered office is in Vestavia, AL.
Is Lindsay Birchfield registered with FINRA?
No. Lindsay Birchfield has no current broker registration.
How can I verify Lindsay Birchfield’s record?
Search CRD 6808602 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lindsay Birchfield’s full registration record.
