James
Mccown

Bcr Wealth Strategies

CRD#7980033
Investment Advisor
in Birmingham, AL

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About this Advisor

James Mccown is a financial advisor based in Birmingham, Alabama, working with Bcr Wealth Strategies. James has previously held positions at Bcr Wealth Strategies, Birmingham-Southern College, Bcbs Of Alabama, Greystone Country Club, and Oak Mountain High School. James has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, James is part of Bcr Wealth Strategies, which operates out of Birmingham, Alabama. The firm has 1 office and 10 employees. The firm manages assets totaling $404.5 million and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Bcr Wealth Strategies includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1952 Urban Center Parkway
Birmingham, AL 35242-2594

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Bcr Wealth Strategies Brokerage Details

Total Assets Under Management

$404,481,198

AL Average: $1,620,585,161
Total Number of Employees

10

AL Average: 52
Total Number of Accounts

1,115

AL Average: 1,560
Average Account Size

$362,763

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

James Mccown Work History

2024 - Present (1 year)

Bcr Wealth Strategies

2023 - 2023 (< 1 year)

Bcr Wealth Strategies

2022 - 2022 (< 1 year)

Bcbs Of Alabama

2021 - 2021 (< 1 year)

Greystone Country Club

2019 - 2024 (5 years)

Birmingham-Southern College

2019 - 2019 (< 1 year)

Greystone Country Club

2015 - 2019 (4 years)

Oak Mountain High School

Disclosures

Please visit the SEC profile of James Mccown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bcr Wealth Strategies

Lindsay Birchfield
Birmingham, AL
James Mccown
Birmingham, AL
Jadie Burney Iii
Birmingham, AL
Spencer Lawson
Birmingham, AL
Timothy Jones
Birmingham, AL
Marshall Rathmell
Birmingham, AL
Harold Sasnowitz
Clifton, NJ
Sandra Cleveland
Birmingham, AL

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