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Laura Turner Baker

Waverly Advisors, LLC

Birmingham, AL

CRD 5702194

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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:

Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-07
AL RA APPROVED 2022-05-06
  • FL RA
    APPROVED
    Since 2022-07-07
  • AL RA
    APPROVED
    Since 2022-05-06

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
B, H, H, & B, Dba Clark Financial Advisors Birmingham AL 01/2014 04/2022
Waverly Advisors, Llc Birmingham AL 04/2022 Present
  • 01/2014 → 04/2022
    B, H, H, & B, Dba Clark Financial Advisors
    Birmingham, AL
  • 04/2022 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2022-01-27 → 2022-06-08
    Clark Financial Advisors
    Birmingham, AL
Designations
  • Certified Financial Planner
Other Names
  • Laura Turner Baker
  • Laura Owens Turner

View on SEC IAPD

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