Best Investors
Account
Sign in
Best Investors
Account
Sign in
Waverly Advisors, LLC CRD 115332
$29.9B regulatory AUM 69 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-17 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rainsberger Wealth Advisors | Colorado Springs | CO | 10/1990 | 04/2024 |
| Waverly Advisors, Llc | Colorado Springs | CO | 10/2023 | Present |
Non-Financial Industry Activities: Mr. Rainsberger is a partner and owner in Eagle Mountain Builders, a custom home construction company. He devoted 10 hours a month during trading hours and 40 hours a month outside of trading hours. 2% of his yearly income is received from this activity. 4355 Elk River Road Steamboat Springs CO 8048. Start date: 01/01/2021 Non-Financial Industry Activities: Mr. Rainsberger is the owner of RFS Lease Management. Mr. Rainsberger devotes approximately five (5) hours per month to this business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-23 |
Reach out to this advisor