Christopher James Register

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

• 03/2009 → Present
  Mcdaniel & Register
  Jackson, MS
• 03/2024 → Present
  Waverly Advisors, Llc
  Jackson, MS

Previous Registrations

• 2012-07-05 → 2024-05-06
  Efp Advisors
  Jackson, MS
• 2010-01-04 → 2012-06-27
  Cs Planning Corp
  Portland, OR
• 2009-04-09 → 2009-12-23
  Cs Planning Corp
  Portland, OR
• 2006-06-08 → 2009-03-17
  Stanford Group Company
  Jackson, MS

Other Businesses

I OWN A RESTAURANT/ICE-CREAM SHOP SET-UP AS AN S-CORP, CHIALI AND CHRIS'S CUSTARD CORP, DBA BOBS FROZEN CUSTARD.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-09

Designations

• Certified Financial Planner