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 based in Savannah, Georgia, working with Waverly Advisors, LLC. Clifford has previously held positions at Excelsia, Inc, Bt Wealth Management, LLC, and Waverly Advisors, LLC. Clifford has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Georgia, North Carolina, and Texas. Currently, Clifford is part of Waverly Advisors, LLC, which operates out of Savannah, Georgia. 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

Series 63, Series 65

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

$11,379,745,311

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

153

GA Average: 52
Total Number of Accounts

15,983

GA Average: 1,560
Average Account Size

$711,991

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

2022 - Present (3 years)

Waverly Advisors, LLC

2015 - 2022 (7 years)

Bt Wealth Management, LLC

2003 - 2015 (12 years)

Excelsia, Inc

Created with Highcharts 6.0.7

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

Marc Salyers
Mobile, AL
Dalton Clary
Birmingham, AL
Jennifer Ryan
Merrillville, IN
Laura Baker
Birmingham, AL
Nicholas Sturgis
Atlanta, GA
Benjamin Logan
Birmingham, AL
Kelly Clary
Birmingham, AL
Bradley Steinman
Deerfield, IL

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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