Waverly Advisors, LLC
Waverly Advisors, LLC (CRD# 115332) is a financial advisory firm headquartered in Birmingham, AL. They manage $11,379,745,311 in 15,983 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management11,380MILLION
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Total Number of Accounts15,983ACCOUNTS
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Average Account Value$711,991
- 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, IA, 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
Jennifer Groulx (CRD# 3243862) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Chad Hassinger (CRD# 2226955) is an Investment Advisor Representative working at Waverly Advisors, LLC in Merrillville, IN and has over 31 years of experience in the finance industry.
Jeffrey Helms (CRD# 5841770) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Colleen Henes (CRD# 6290404) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.
Brian Hershberger (CRD# 4456878) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Rhonda Holifield (CRD# 4548912) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Doug Hoover (CRD# 2443723) is an Investment Advisor Representative working at Waverly Advisors, LLC in Merrillville, IN and has over 30 years of experience in the finance industry.
Andrea Johnson (CRD# 4782366) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 19 years of experience in the finance industry.
Pamela Martin (CRD# 6005711) is an Investment Advisor Representative working at Waverly Advisors, LLC in Merrillville, IN and has over 12 years of experience in the finance industry.
Douglas McDaniel (CRD# 1340937) is an Investment Advisor Representative working at Waverly Advisors, LLC in Ridgeland, MS and has over 39 years of experience in the finance industry.