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Harrison Flint Deshazo

Waverly Advisors, LLC

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About Harrison Flint Deshazo

Harrison Flint Deshazo is an investment advisor representative with Waverly Advisors, LLC, a firm that provides a range of investment advisory services. Harrison has been in the financial services industry since 2020. Harrison has earned the Series 63, Series 66 and Series 7TO licenses. Harrison has experience working with a variety of clients, including individuals, corporations, and charitable organizations.

Firm Information

Harrison Deshazo 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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Harrison Deshazo’s Registration & Firm History

TX

09/19/2023 - Present

Waverly Advisors, LLC (AUSTIN TX)

TX

04/14/2022 - 09/15/2023

FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)

TX

09/11/2020 - 03/02/2022

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

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Licenses & Designations

BOTH

Issued 05/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harrison Flint Deshazo.
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