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Emmett Barry Beard

Waverly Advisors, LLC

Peachtree City, GA

Birmingham, AL

CRD 1244296

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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 2024-07-01
GA RA APPROVED 2024-06-24
TX RA APPROVED 2024-05-21
  • FL RA
    APPROVED
    Since 2024-07-01
  • GA RA
    APPROVED
    Since 2024-06-24
  • TX RA
    APPROVED
    Since 2024-05-21

Branch Locations

525 Clubhouse Drive, Peachtree City, GA 30269 • 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
Dam2019, Llc Dba Derbend Asset Management Peachtree City GA 01/2002 08/2024
Waverly Advisors, Llc Peachtree City GA 05/2024 Present
  • 01/2002 → 08/2024
    Dam2019, Llc Dba Derbend Asset Management
    Peachtree City, GA
  • 05/2024 → Present
    Waverly Advisors, Llc
    Peachtree City, GA
Previous Registrations
  • 2006-02-06 → 2024-08-23
    Derbend Asset Management
    Peachtree City, GA
  • 2004-01-14 → 2005-12-31
    Derbend Asset Management
    Peachtree City, GA
  • 2004-07-08 → 2005-09-29
    Chatham Partners, Llc
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-04
S63 Uniform Securities Agent State Law Examination 1984-04-02
  • S66 Uniform Combined State Law Examination
    2001-06-04
  • S63 Uniform Securities Agent State Law Examination
    1984-04-02
Other Names
  • Chip Beard
  • Emmett Barry Beard

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
GRADIENT SECURITIES, LLC

Nearby Investors

RONALD WALTER BURDEKIN
Craig Austin Carroll
Daniel Wayne Clay

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Peachtree City, GA
EDWARD JONES · PEACHTREE CITY, GA
GRADIENT SECURITIES, LLC · Peachtree City, GA

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