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Christopher James McGarvey

Waverly Advisors, LLC

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About Christopher James McGarvey

Christopher McGarvey is a financial advisor with Waverly Advisors, LLC, based in Birmingham, Alabama. Christopher has over 7 years of experience in the financial services industry. Christopher is a Certified Financial Planner™ professional. Christopher has passed the Series 7, Series 66, and SIE exams. Christopher specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, businesses, charitable organizations, and pooled investment vehicles.

Firm Information

Christopher McGarvey is currently registered with Waverly Advisors, LLC. Waverly Advisors, LLC is a Registered Investment Advisor based in Birmingham, Alabama. The firm manages over $14.5 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. They provide financial services throughout the United States.
Waverly Advisors, LLC

600 UNIVERSITY PARK PLACE

BIRMINGHAM, AL 35209

$14.54B

Assets Under Management

25

Total Clients

85

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher McGarvey’s Registration & Firm History

FL

02/08/2023 - Present

Waverly Advisors, LLC (LAKELAND FL)

FL

08/25/2015 - 04/12/2016

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 10/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James McGarvey.
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