WAVERLY ADVISORS, LLC

BIRMINGHAM, Alabama·23 registered advisors·CRD# 115332
SEC# 801-6074134205-871-3334
01

Firm Overview

AUM
$14.5B
Regulatory assets under management
Employees
254
Total firm employees
Advisors
23
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 PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at WAVERLY ADVISORS, LLC

23 registered advisors
Andrea Wright Johnson
BIRMINGHAM, Alabama
Brent Joseph Gunn
BIRMINGHAM, Alabama
Heath Ryan Echols
BIRMINGHAM, Alabama
Irby Jones Thompson
BIRMINGHAM, Alabama
James Aiken Warren
BIRMINGHAM, Alabama
James Robert Lazenby
BIRMINGHAM, Alabama
John Brown Cox
BIRMINGHAM, Alabama
John William Copeland
BIRMINGHAM, Alabama
Jon Steven Young
BIRMINGHAM, Alabama
Joshua Layne Reidinger
BIRMINGHAM, Alabama
Justin Howell Snell
BIRMINGHAM, Alabama
Justin Thomas Russell
BIRMINGHAM, Alabama
Keith Michael Rogers
BIRMINGHAM, Alabama
Larry Kelly Hicks
BIRMINGHAM, Alabama
Markus Ramon Franz Sleuwen
BIRMINGHAM, Alabama
Matthew David Roesch
BIRMINGHAM, Alabama
Melanie Luther Nichols
BIRMINGHAM, Alabama
Neil Harley White
BIRMINGHAM, Alabama
Richard Franklin Lawson
BIRMINGHAM, Alabama
Richard Paschall Gill
BIRMINGHAM, Alabama
Sean Paul Bresnan
BIRMINGHAM, Alabama
Steven Clay Causey
BIRMINGHAM, Alabama
William Clay Mcdaniel
BIRMINGHAM, Alabama
05

Office Locations

BIRMINGHAM, Alabama
23 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.