Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Metairie, LA
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Metairie, A to Z.
The short answer
8 registered advisors work at Waverly Advisors, LLC in Metairie, out of 216 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors in Metairie, A to Z
Every Waverly Advisors, LLC advisor →- Lori M. DelatorreInvestment adviser rep
- Cory M. FaucheuxInvestment adviser rep
- David P. Mire Jr.Investment adviser rep
- James C. ParrieInvestment adviser rep
- Matthew W. RodrigueInvestment adviser rep
- Charles L. SimmonsCertified Financial Planner, Chartered Financial Consultant
- Erin L. VasseurInvestment adviser rep
- Jackson E. YoungInvestment adviser rep
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 11Seattle, WA 7Merrillville, IN 6Ridgeland, MS 6Atlanta, GA 5Hamilton, OH 5Montgomery, AL 5Charlotte, NC 4Chicago, IL 4Cincinnati, OH 4Peachtree City, GA 4Austin, TX 3Huntsville, AL 3Jacksonville, FL 3
Other firms in Metairie
All Metairie advisors →Edward Jones 35Ameriprise Financial Services, LLC 24Pfs Investments Inc. 18Second Line Capital, LLC 18LPL Financial LLC 16Cetera Investment Advisers LLC 14MML Investors Services, LLC 14Wells Fargo Clearing Services, LLC 13Beacon Pointe Advisors, LLC 9Northwestern Mutual Investment Services, LLC 9Stratos Wealth Partners, Ltd. 9Prospera Financial Services, Inc. 8
Questions
How many financial advisors does Waverly Advisors, LLC have in Metairie?
8 investment adviser representatives are registered at Waverly Advisors, LLC offices in Metairie, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 216 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Waverly Advisors, LLC one of the largest advisor employers in Metairie?
Waverly Advisors, LLC ranks number 14 in Metairie by registered advisors; Edward Jones has the most, with 35.
How do I check a Waverly Advisors, LLC advisor in Metairie?
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.