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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hershberger is an Investment Advisor Representative with Waverly Advisors, LLC. Brian has been in the financial industry since 2002 and has a wide range of experience in financial planning, portfolio management, and pension consulting. He holds the Series 7, 24, 63, and 65 securities licenses and is a Certified Financial Planner and Chartered Financial Analyst. Brian is committed to providing personalized financial advice and helping clients achieve their financial goals. Brian has worked at Waverly Advisors, LLC since 2023. Prior to that, Brian was with PROEQUITIES, INC. Brian's current registrations include Florida, Georgia and Texas. Brian is also the owner of OMNI WEALTH ADVISORS, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
04/24/2023 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
FL
01/21/2002 - 09/30/2008
PROEQUITIES, INC. (TAMPA FL)
BC
Issued 08/14/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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