Warren Averett Asset Management, LLC

Warren Averett Asset Management, LLC (CRD# 115332) is a financial advisory firm headquartered in Birmingham, AL. They manage $2,395,575,162 in 2,260 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,396
    MILLION
  • Total Number of Accounts
    2,260
    ACCOUNTS
  • Average Account Value
    $1,059,989
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, NC, SC, TN, TX

Financial Advisors at Warren Averett Asset Management, LLC
Showing 1 - 10 of 30 top financial advisors.
1
Christopher B. Driver
CRD#: 2293333
2500 Acton Road, Birmingham, AL 35243
96
Wealthminder
score

Christopher Driver (CRD# 2293333) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Birmingham, AL and has over 25 years of experience in the finance industry.

2
David M. Foreman
CRD#: 5401735
2500 Acton Road, Birmingham, AL 35243
96
Wealthminder
score

David Foreman (CRD# 5401735) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Birmingham, AL and has over 10 years of experience in the finance industry. David Foreman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew A. Gearhart
CRD#: 5712166
2500 Acton Road, Birmingham, AL 35243
96
Wealthminder
score

Andrew Gearhart (CRD# 5712166) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Birmingham, AL and has over 8 years of experience in the finance industry. Andrew Gearhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Charles D. Haines
CRD#: 1205641
2500 Acton Road, Birmingham, AL 35243
96
Wealthminder
score

Charles Haines (CRD# 1205641) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Birmingham, AL and has over 33 years of experience in the finance industry. Charles Haines has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Melanie L. Nichols
CRD#: 2276771
2500 Acton Road, Birmingham, AL 35243
96
Wealthminder
score

Melanie Nichols (CRD# 2276771) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Birmingham, AL and has over 18 years of experience in the finance industry. Melanie Nichols has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Irby J. Thompson
CRD#: 1214847
3815 Interstate Court, Montgomery, AL 36109
96
Wealthminder
score

Irby Thompson (CRD# 1214847) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Montgomery, AL and has over 18 years of experience in the finance industry. Irby Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John R. Adams
CRD#: 5307151
2500 Acton Road, Birmingham, AL 35243
93
Wealthminder
score

John Adams (CRD# 5307151) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.

8
Morris L. Brill
CRD#: 2418992
100 S Ashley Drive, Suite 1650, Tampa, FL 33602
93
Wealthminder
score

Morris Brill (CRD# 2418992) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Tampa, FL and has over 24 years of experience in the finance industry.

9
Steven C. Causey
CRD#: 4003351
2500 Acton Road, Birmingham, AL 35243
93
Wealthminder
score

Steven Causey (CRD# 4003351) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Birmingham, AL and has over 18 years of experience in the finance industry.

10
Kelly S. Clary
CRD#: 5844594
801 Clinton Ave East, Huntsville, AL 35801
93
Wealthminder
score

Kelly Clary (CRD# 5844594) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Huntsville, AL and has over 7 years of experience in the finance industry.

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