Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emmett? Claim Your ProfileEmmett Barry Beard is an Investment Advisor Representative at Waverly Advisors, LLC. Emmett is a Registered Investment Advisor with licenses in Florida, Georgia, and Texas. He has been in the industry since 1984 and is a Series 63, 66, 7, 8, and 3 licensed professional. His firm offers a wide range of services including financial planning, portfolio management, selection of other advisors, and pension consulting.
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.
1
2
AL
05/21/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
GA
04/17/2001 - 01/08/2002
INVESCO SERVICES, INC. (ATLANTA GA)
NA
03/14/1989 - 04/25/1990
DEAN WITTER REYNOLDS INC.
NA
03/22/1984 - 03/27/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 06/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
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