Best Investors
Account
Sign in
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-24 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
350 Leavell Cir., Montgomery, AL 36117 • United States
350 Leavell Circle, Montgomery, AL 36117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-10-11 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mb Consulting | Montgomery | AL | 01/2016 | Present |
| Mcdonald & Hagen Wealth Management | Montgomery | AL | 10/2018 | Present |
| Waverly Advisors, Llc | Birmingham | AL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
| S66 | Uniform Combined State Law Examination | 2004-12-29 |
Reach out to this advisor