Preston
Sharpe
Waverly Advisors, LLC
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About this Advisor
Preston Sharpe is a financial advisor based in Peachtree City, Georgia, working with Waverly Advisors, LLC. Preston has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, Coweta County Board Of Education, Chick-Fil-A Starr'S Mill, Derbend Asset Management, LLC, and Waverly Advisors, LLC. Preston has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Preston is part of Waverly Advisors, LLC, which operates out of Peachtree City, 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
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$11,379,745,311
153
15,983
$711,991
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
Preston Sharpe Work History
Waverly Advisors, LLC
Derbend Asset Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Chick-Fil-A Starr'S Mill
Coweta County Board Of Education
Disclosures
Please visit the SEC profile of Preston Sharpe 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
Birmingham, AL
Birmingham, AL
Birmingham, AL
Atlanta, GA
Merrillville, IN
Mobile, AL
Birmingham, AL
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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