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Harry Alan Word

Fairvoy Private Wealth, LLC

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About Harry Alan Word

Harry Word is a financial advisor with over 30 years of experience in the financial services industry. He is currently a Registered Investment Advisor with Fairvoy Private Wealth, LLC. Harry has a strong background in wealth management and has held various positions at prominent financial institutions such as Merrill Lynch, Morgan Stanley, and Citigroup Global Markets Inc.

Firm Information

Harry Word is currently registered with Fairvoy Private Wealth, LLC. Fairvoy Private Wealth, LLC is an independent registered investment advisor (RIA) headquartered in Birmingham, Alabama. With over $460 million in assets under management, the firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. The firm offers financial planning and portfolio management services, as well as selection of other advisers. Fairvoy Private Wealth, LLC is committed to providing personalized investment advice and strategies that are tailored to meet the unique needs of each client.
Fairvoy Private Wealth, LLC

ONE PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$460.22M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Harry Word’s Registration & Firm History

SC

04/23/2024 - Present

Fairvoy Private Wealth, LLC (Mt. Pleasant SC)

SC

05/03/2013 - 04/08/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PLEASANT SC)

AL

06/01/2009 - 05/31/2013

MORGAN STANLEY (BIRMINGHAM AL)

AL

07/31/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BIRMINGHAM AL)

GA

08/30/2001 - 01/02/2002

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

NY

11/26/1979 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

01/18/1978 - 11/26/1979

LOEB PARTNERS

NA

06/10/1977 - 01/18/1978

HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED

NA

05/06/1976 - 06/27/1977

MORGAN KEEGAN & COMPANY, INC.

NA

11/25/1976 - 01/10/1977

F. D. BENTON & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 05/07/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/08/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/21/1982

Series 24 - General Securities Principal Examination

BC

Issued 02/05/1982

Series 4 - Registered Options Principal Examination

BC

Issued 12/19/1981

Series 12 - NYSE Branch Manager Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1983

Series 15 - Foreign Currency Options Examination

BC

Issued 10/17/1981

Series 5 - Interest Rate Options Examination

BC

Issued 06/01/1977

PC - AMEX Put and Call Exam

BC

Issued 03/20/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harry Alan Word.
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