Laura
Baker

Waverly Advisors, LLC

CRD#5702194
Investment Advisor
in Birmingham, AL

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About this Advisor

Laura Baker is a financial advisor based in Birmingham, Alabama, working with Waverly Advisors, LLC. Laura has previously held positions at B, H, H, & B, Dba Clark Financial Advisors, and Waverly Advisors, LLC. Laura is registered to provide services in Alabama and Florida. Currently, Laura is part of Waverly Advisors, LLC, which operates out of Birmingham, Alabama. The firm has 18 offices and 153 employees. The firm manages assets totaling $11.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Waverly Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 University Park Place Suite 501
Birmingham, AL 35209

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Waverly Advisors, LLC Brokerage Details

Total Assets Under Management

$11,379,745,311

AL Average: $1,620,585,161
Total Number of Employees

153

AL Average: 52
Total Number of Accounts

15,983

AL Average: 1,560
Average Account Size

$711,991

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Laura Baker Work History

2022 - Present (2 years)

Waverly Advisors, LLC

2014 - 2022 (8 years)

B, H, H, & B, Dba Clark Financial Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Laura Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Waverly Advisors, LLC

Dalton Clary
Birmingham, AL
Benjamin Logan
Birmingham, AL
Laura Baker
Birmingham, AL
Jennifer Ryan
Merrillville, IN
Marc Salyers
Mobile, AL
Nicholas Sturgis
Atlanta, GA
Teresa Munro
Atlanta, GA
Kelly Clary
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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