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Michael Wayne Waters

Halcyon Professional Advisors

Cullman, AL

CRD 6602529

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Employer firm

Halcyon Professional Advisors CRD 282403

7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Halcyon Professional Advisors

316 2Nd Ave Sw, Ste 300, Cullman, AL 35055 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2018-12-31
  • AL RA
    APPROVED
    Since 2018-12-31

Branch Locations

316 2Nd Ave Sw, Ste 300, Cullman, AL 35055 • 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
Michael W. Waters, Cpa, Llc Cullman AL 05/1988 Present
Physician Resource Network Cullman AL 05/1997 Present
Baldwin Church Of Christ Cullman AL 06/2006 Present
Halcyon Professional Advisors, Llc Cullman AL 11/2015 Present
Athens State University Athens AL 01/2009 12/2019
  • 05/1988 → Present
    Michael W. Waters, Cpa, Llc
    Cullman, AL
  • 05/1997 → Present
    Physician Resource Network
    Cullman, AL
  • 06/2006 → Present
    Baldwin Church Of Christ
    Cullman, AL
  • 11/2015 → Present
    Halcyon Professional Advisors, Llc
    Cullman, AL
  • 01/2009 → 12/2019
    Athens State University
    Athens, AL
Previous Registrations
Other Businesses

Michael W. Waters, CPA, LLC. Accountant and Managing Member. Spends a majority of his time engaged in this activity. Most hours spent during normal trading hours. Physicians Resource Network, Inc., a physician billing company. Shareholder and CFO. Spends approx. 5 hours per month during normal trading hours. Heritage Medical Complex, LLC, Member. Spends approx. 1 hour per month, none during normal trading hours. W & D Properties, LLC, Member. Spends approx. 1 hour per month, none during normal trading hours. Minister, Baldwin Church of Christ. Spends approx. 6 hours per week, none during normal trading hours.

Designations
  • Personal Financial Specialist

View on SEC IAPD

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