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WAVERLY ADVISORS, LLC
WAVERLY ADVISORS, LLC
BIRMINGHAM, Alabama
·
12 registered advisors
·
CRD# 115332
SEC# 801-60741
34
205-871-3334
01
Firm Overview
AUM
$14.5B
Regulatory assets under management
Employees
254
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WAVERLY ADVISORS, LLC
12 registered advisors
Andrea Wright Johnson
BIRMINGHAM, Alabama
CRD# 4782366
Heath Ryan Echols
BIRMINGHAM, Alabama
CRD# 5082794
Irby Jones Thompson
BIRMINGHAM, Alabama
CFP
CRD# 1214847
James Aiken Warren
BIRMINGHAM, Alabama
CRD# 3265775
John Brown Cox
BIRMINGHAM, Alabama
CRD# 4597091
Joshua Layne Reidinger
BIRMINGHAM, Alabama
CRD# 4228311
Justin Thomas Russell
BIRMINGHAM, Alabama
CRD# 4720377
Keith Michael Rogers
BIRMINGHAM, Alabama
CRD# 4987615
Larry Kelly Hicks
BIRMINGHAM, Alabama
CRD# 3152135
Melanie Luther Nichols
BIRMINGHAM, Alabama
CRD# 2276771
Steven Clay Causey
BIRMINGHAM, Alabama
CRD# 4003351
William Clay Mcdaniel
BIRMINGHAM, Alabama
CRD# 6611440
05
Office Locations
BIRMINGHAM, Alabama
12 advisors
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Data sourced from SEC Form ADV filings. WAVERLY ADVISORS, LLC (CRD# 115332) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.