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Kaleigh Stovall Shipman

Waverly Advisors, LLC

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-12-09
  • AL RA
    APPROVED
    Since 2024-12-09

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Decatur AL 06/2015 08/2018
Raymond James Financial Services, Inc. Huntersville NC 08/2018 09/2023
Raymond James Financial Services Advisors, Inc. Huntersville NC 05/2019 09/2023
Williamson Wealth Group, Inc. Cornelius NC 06/2019 09/2023
Raymond James & Associates Midland City AL 09/2023 07/2024
Hightower Advisors Chicago IL 07/2024 11/2024
Waverly Advisors, Llc Birmingham AL 11/2024 Present
  • 06/2015 → 08/2018
    Raymond James Financial Services, Inc
    Decatur, AL
  • 08/2018 → 09/2023
    Raymond James Financial Services, Inc.
    Huntersville, NC
  • 05/2019 → 09/2023
    Huntersville, NC
  • 06/2019 → 09/2023
    Williamson Wealth Group, Inc.
    Cornelius, NC
  • 09/2023 → 07/2024
    Raymond James & Associates
    Midland City, AL
  • 07/2024 → 11/2024
    Hightower Advisors
    Chicago, IL
  • 11/2024 → Present
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-10
  • S66 Uniform Combined State Law Examination
    2018-08-10
Other Names
  • Kaleigh Delores Stovall

View on SEC IAPD

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