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Lori Marie Delatorre

Waverly Advisors, LLC

Metairie, LA

Birmingham, AL

CRD 6389028

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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
LA RA APPROVED 2026-05-19
  • LA RA
    APPROVED
    Since 2026-05-19

Branch Locations

2700 Lake Villa Dr Suite 200, Metairie, LA 70002 • United States

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
Waverly Advisors, Llc Birmingham AL 04/2026 Present
Ameriprise Financial Services, Inc. Metairie LA 08/2014 07/2020
Truwealth Advisors Metaire LA 07/2020 06/2025
Truwealth Advisor Metairie LA 06/2025 04/2026
  • 04/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
  • 08/2014 → 07/2020
    Ameriprise Financial Services, Inc.
    Metairie, LA
  • 07/2020 → 06/2025
    Truwealth Advisors
    Metaire, LA
  • 06/2025 → 04/2026
    Truwealth Advisor
    Metairie, LA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18
Other Names
  • Lori M Poe
  • Lori Poe

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Nearby Investors

RUFUS PRADOS CRESSEND
Ellen Alisse Geissal Morvant
James Anthony Ray

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Metairie, LA
AMERITAS ADVISORY SERVICES, LLC · Metairie, LA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Metairie, LA

More in Metairie, LA

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