Unclaimed Profile

Heath Ryan Echols

WAVERLY ADVISORS, LLC·BIRMINGHAM, Alabama

Clean record20 years registeredWAVERLY ADVISORS, LLC

600 UNIVERSITY PARK PLACE, BIRMINGHAM, AL 35209CRD# 5082794Firm CRD# 115332

Profile Verification

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

Identity

Heath Ryan Echols · BIRMINGHAM, AL

Registration

CRD #5082794 · WAVERLY ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAVERLY ADVISORS, LLC

WAVERLY ADVISORS, LLC

Apr 2017 – Nov 2025

BIRMINGHAM, AL

KINSIGHT, LLC

Jan 2006 – Feb 2018

BIRMINGHAM, AL

Registrations & Exams

Registration record

First registered · January 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAVERLY ADVISORS, LLC

CRD 115332 · SEC 801-60741

AUM

$14.5B

Regulatory assets under management

Employees

254

22,135 client accounts

Services offered by WAVERLY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WAVERLY ADVISORS, LLC →

Introduction

Speak with Heath

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Heath is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Heath Ryan Echols offer?

Heath Ryan Echols specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Heath Ryan Echols's credentials?

Heath Ryan Echols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heath Ryan Echols located?

Heath Ryan Echols is based in BIRMINGHAM, Alabama, last registered with WAVERLY ADVISORS, LLC.

How does Heath Ryan Echols charge for services?

Heath Ryan Echols'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →