Unclaimed Profile

Brent Joseph Gunn

WAVERLY ADVISORS, LLC·BIRMINGHAM, Alabama

WAVERLY ADVISORS, LLC

600 UNIVERSITY PARK PLACE, BIRMINGHAM, AL 35209CRD# 7721128Firm CRD# 115332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Joseph Gunn · BIRMINGHAM, AL

Registration

CRD #7721128 · WAVERLY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Brent Joseph Gunn is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with WAVERLY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WAVERLY ADVISORS, LLC

AUM

$14.5B

Regulatory assets under management

Employees

254

Total firm employees

View all advisors at WAVERLY ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7721128

Firm CRD# 115332

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brent Joseph Gunn offer?

Brent Joseph Gunn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Brent Joseph Gunn's credentials?

Brent Joseph Gunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Joseph Gunn located?

Brent Joseph Gunn is based in BIRMINGHAM, Alabama, working with WAVERLY ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Brent Joseph Gunn charge for services?

Brent Joseph Gunn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAVERLY ADVISORS, LLC?

WAVERLY ADVISORS, LLC has approximately 254 employees and manages $14.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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