Lindsay Birchfield

Analyst-Equity at BCR Wealth Strategies LLC

Finance

Consumer Services

Profile

Ms. Lindsay W.
Birchfield is an Investment Analyst & Vice President at BCR Wealth Strategies LLC.
Prior to joining BCR, she lived in Charlotte, NC where she gained two years of experience at a Broker/Dealer firm.
Lindsay highly values relationships with others and is devoted to our clients’ success.
She attended Samford University where she received her bachelor’s degree in Finance.

Lindsay Birchfield active positions

Companies	Position	Start
BCR Wealth Strategies LLC BCR Wealth Strategies LLC Investment ManagersFinance BCR Wealth Strategies LLC is an independent, SEC-registered investment advisor headquartered in Vestavia, Alabama. The firm was founded in 1995and formerly known as Berk Cleveland Rathmell Wealth Strategies LLC. BCR Wealth Strategies provides financial planning, consulting and investment management services to individuals, pension and profit-sharing plans, trust estates, charitable organizations, corporations and business entities.	Analyst-Equity	01/05/2019

All active positions of Lindsay Birchfield

Former positions of Lindsay Birchfield

Companies	Position	End
The Vanguard Group, Inc. The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.	Corporate Officer/Principal	01/05/2019

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Training of Lindsay Birchfield

Samford University

Undergraduate Degree

Experiences
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Linked companies

Private companies	2
BCR Wealth Strategies LLC BCR Wealth Strategies LLC Investment ManagersFinance BCR Wealth Strategies LLC is an independent, SEC-registered investment advisor headquartered in Vestavia, Alabama. The firm was founded in 1995and formerly known as Berk Cleveland Rathmell Wealth Strategies LLC. BCR Wealth Strategies provides financial planning, consulting and investment management services to individuals, pension and profit-sharing plans, trust estates, charitable organizations, corporations and business entities.	Finance
The Vanguard Group, Inc. The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.	Finance