Clifford
Draughn

Waverly Advisors, LLC

CRD#1042780
Investment Advisor
in Savannah, GA

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About this Advisor

Clifford Draughn is a financial advisor working in Savannah, Georgia with a total of 1 year of relevant experience. Draughn is currently employed by Waverly Advisors, LLC. Throughout their career, Draughn has worked at Excelsia, Inc, Bt Wealth Management, LLC and Waverly Advisors, LLC. Draughn has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Georgia, North Carolina and Texas. Waverly Advisors, LLC is a firm that has its headquarters in Birmingham, AL. The company has offices in eight locations and a total of 80 people on staff. It manages $6 billion in assets among its 6,289 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 31 charities and foundations. Of its 6,289 accounts, 40% are held by high-net-worth clients who have greater than $1 million in investable assets. Waverly Advisors, LLC has a broad set of services, including 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fees billed by Waverly Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

33 Bull Street Suite 102
Savannah, GA 31401

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Waverly Advisors, LLC Brokerage Details

Total Assets Under Management

$5,510,890,123

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

80

GA Average: 52
Total Number of Accounts

6,289

GA Average: 1,560
Average Account Size

$876,274

GA 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

Clifford Draughn Work History

Clifford has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Waverly Advisors, LLC

2015 - 2022 (7 years)

Bt Wealth Management, LLC

2003 - 2015 (12 years)

Excelsia, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clifford Draughn 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

Evan Crouse
Huntsville, AL
Kelly Clary
Birmingham, AL
Kimberly Warner
Birmingham, AL
Jennifer Groulx
Birmingham, AL
Joseph Mcnair
Birmingham, AL
Christopher Mcgarvey
Birmingham, AL
William Mcdaniel
Birmingham, AL
Laura Baker
Birmingham, AL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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