Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Huntsville, AL
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Huntsville, A to Z.
The short answer
3 registered advisors work at Waverly Advisors, LLC in Huntsville, out of 216 at the firm nationwide; it ranks number 28 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors in Huntsville, A to Z
Every Waverly Advisors, LLC advisor →- Evan B. CrouseCertified Financial Planner
- Jennifer H. KendallCertified Financial Planner
- Ryan D. MooreCertified Financial Planner
Waverly Advisors, LLC advisors in every city and state →Waverly Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Waverly Advisors, LLC advisors in other cities
Birmingham, AL 99Dayton, OH 11Metairie, LA 8Seattle, WA 7Merrillville, IN 6Ridgeland, MS 6Atlanta, GA 5Hamilton, OH 5Montgomery, AL 5Charlotte, NC 4Chicago, IL 4Cincinnati, OH 4Peachtree City, GA 4Austin, TX 3Jacksonville, FL 3
Other firms in Huntsville
All Huntsville advisors →Morgan Stanley 41Edward Jones 28Keel Point, LLC 23LPL Financial LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Raymond James & Associates, Inc. 17Wells Fargo Clearing Services, LLC 12State Farm Investment Management Corp. 11Raymond James Financial Services Advisors, Inc. 10Osaic Wealth, Inc. 9Axient Investment Advisors LLC 8Ae Wealth Management, LLC 7
Questions
How many financial advisors does Waverly Advisors, LLC have in Huntsville?
3 investment adviser representatives are registered at Waverly Advisors, LLC offices in Huntsville, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 216 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Waverly Advisors, LLC one of the largest advisor employers in Huntsville?
Waverly Advisors, LLC ranks number 28 in Huntsville by registered advisors; Morgan Stanley has the most, with 41.
How do I check a Waverly Advisors, LLC advisor in Huntsville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Waverly Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.