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Financial ADVSR advisor directory · SEC adviser records

Waverly Advisors, LLC financial advisors in Alabama

Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Alabama, by city and A to Z.

The short answer

108 registered advisors work at Waverly Advisors, LLC in Alabama, out of 216 nationwide; it's the firm's number 1 state by advisors, and the most are in Birmingham (99). 37 list the CFP designation and 0 are also registered broker representatives.

Waverly Advisors, LLC advisors by city in Alabama

Every firm in Alabama →

Birmingham 99Montgomery 5Huntsville 3Mobile 1

Waverly Advisors, LLC advisors in Alabama, A to Z

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Waverly Advisors, LLC advisors in every state →Waverly Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Waverly Advisors, LLC in other states

Ohio 21Florida 12Georgia 10Louisiana 9Illinois 8Indiana 7Washington 7Mississippi 6Pennsylvania 5North Carolina 4Oregon 4Colorado 3Massachusetts 3Texas 3Virginia 3

Questions

How many Waverly Advisors, LLC financial advisors are in Alabama?

108 investment adviser representatives are registered at Waverly Advisors, LLC offices in Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 216 at the firm nationwide. 37 list the CFP designation and 0 are also registered as broker representatives.

Where in Alabama does Waverly Advisors, LLC have the most advisors?

Birmingham, with 99, then Montgomery (5). Waverly Advisors, LLC has advisors in 4 cities in Alabama.

How do I check a Waverly Advisors, LLC advisor in Alabama?

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.