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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward L. Carlisle is a financial advisor registered with the state of Mississippi. Edward is currently affiliated with Waverly Advisors, LLC. Edward has been in the industry since May 2006. Edward holds a Series 65 license and the designation of Certified Financial Planner. Edward specializes in providing financial planning services for individuals, businesses, and retirement plans. Waverly Advisors, LLC is a registered investment advisor with offices in Birmingham, Alabama and Ridgeland, Mississippi. The firm specializes in providing portfolio management services to individuals, businesses, and institutions.
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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MS
10/26/2023 - Present
Waverly Advisors, LLC (RIDGELAND MS)
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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