Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irby? Claim Your ProfileIrby Jones Thompson is a financial advisor with Waverly Advisors, LLC. Irby has been in the industry for over 30 years and has experience in providing financial advice to individuals, families, and businesses. Irby has also worked with charitable organizations and pension and profit-sharing plans. Irby has a strong background in financial planning, portfolio management, and investment advice. Previously, Irby was an advisor with Raymond James & Associates, Inc. and Guardian Investor Services Corporation. Irby holds Series 6, 7TO, and 63 securities licenses and is a Certified Financial Planner. Irby is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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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2
AL
06/28/2023 - Present
Waverly Advisors, LLC (MONTGOMERY AL)
AL
10/01/2020 - 06/08/2023
RAYMOND JAMES & ASSOCIATES, INC. (MONTGOMERY AL)
NA
10/02/1987 - 02/23/1988
GUARDIAN INVESTOR SERVICES CORPORATION
NA
03/13/1984 - 12/06/1985
PW SECURITIES, INC.
BC
Issued 10/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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