Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Randolph Adams is a Registered Investment Advisor (RIA) with Waverly Advisors, LLC. John's career in the financial industry began in 2007. John's previous employment includes positions at BB&T Investment Services, Inc., Sterne, Agee & Leach, Inc., and NBC Securities, Inc. John has a broad range of experience in financial services and is qualified to provide investment advice. John holds the Series 7 and Series 66 licenses. John's office is located in Birmingham, AL. The firm specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans. The firm's client base is primarily located in Alabama.
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
11/28/2012 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
AL
03/12/2012 - 10/09/2012
BB&T INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
07/31/2009 - 03/15/2012
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
07/09/2007 - 08/03/2009
NBC SECURITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 11/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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