Waverly Advisors, LLC
Waverly Advisors, LLC (CRD# 115332) is a financial advisory firm headquartered in Birmingham, AL. They manage $10,058,364,112 in 14,401 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management10,058MILLION
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Total Number of Accounts14,401ACCOUNTS
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Average Account Value$698,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Kelly Clary (CRD# 5844594) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
Diana Contorno (CRD# 6915557) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 6 years of experience in the finance industry.
John Cox (CRD# 4597091) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Thomas Dicesare (CRD# 6912216) is an Investment Advisor Representative working at Waverly Advisors, LLC in Lakeland, FL and has over 6 years of experience in the finance industry.
Clifford Draughn (CRD# 1042780) is an Investment Advisor Representative working at Waverly Advisors, LLC in Savannah, GA and has over 41 years of experience in the finance industry.
Heath Echols (CRD# 5082794) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
David Foreman (CRD# 5401735) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 16 years of experience in the finance industry.
Andrew Gearhart (CRD# 5712166) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 14 years of experience in the finance industry.
Gavin Gillison (CRD# 6141839) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 10 years of experience in the finance industry.
Steven Gronceski (CRD# 2466208) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 29 years of experience in the finance industry.