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Lawerence Lee Hood

Waverly Advisors, LLC

Birmingham, AL

Seattle, WA

CRD 1018874

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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
WA RA APPROVED 2025-10-22
  • WA RA
    APPROVED
    Since 2025-10-22

Branch Locations

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

450 Alaskan Way S, Seattle, WA 98104 • 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
Pacific Portfolio Consulting, Llc Seattle WA 01/2006 09/2025
Elliott Cove Capital Management, Llc Seattle WA 01/2005 Present
Waverly Advisors, Llc Birmingham AL 09/2025 Present
  • 01/2006 → 09/2025
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 01/2005 → Present
    Elliott Cove Capital Management, Llc
    Seattle, WA
  • 09/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2006-03-21 → 2025-12-23
    Pacific Portfolio Consulting, Llc
    Seattle, WA
    Seattle, WA
  • 1993-01-26 → 2006-12-31
    Pacific Portfolio Consulting Lp
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-04-02
  • S63 Uniform Securities Agent State Law Examination
    1982-04-02
Designations
  • Chartered Financial Consultant
Other Names
  • Lawrence Lee Hood
  • Larry Hood
  • Lawerence Lee Hood

View on SEC IAPD

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