Christina Lynn Derham

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

• 10/2015 → 02/2022
  Ubs Financial Services Inc.
  Miamisburg, OH
• 06/2022 → 03/2025
  Buckingham Advisors
  Dayton, OH
• 02/2022 → 06/2022
  Unemployed
  Beavercreek, OH
• 11/2024 → Present
  Waverly Advisors
  Dayton, OH

Previous Registrations

• 2022-08-15 → 2025-03-06
  Buckingham Financial Group, Inc.
  Dayton, OH
• 2018-09-11 → 2022-03-10
  Ubs Financial Services Inc.
  Miamisburg, OH

Exams

• S66 Uniform Combined State Law Examination
  2018-09-11

Other Names

• Christy Derham
• Christina L Mcdufford
• Christina L Hays