John Randolph Adams

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 01/2022
  Warren Averett Asset Management, Llc
  Birmingham, AL
• 01/2022 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2012-03-19 → 2012-10-09
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Birmingham, AL
  Springville, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Homewood, AL
• 2009-11-05 → 2012-03-15
  Intl Advisory Consultants Inc.
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2009-11-04
• S63 Uniform Securities Agent State Law Examination
  2009-03-18