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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph McNair is a Certified Financial Planner™ professional. Joseph is an Investment Advisor Representative at Waverly Advisors, LLC, working in the Birmingham, AL, office. Joseph is also an Adjunct Faculty member at Florida State University. Joseph is a registered Investment Advisor Representative in Alabama and Florida. Joseph McNair has over 10 years of experience in the financial services industry. The firm specializes in providing investment advisory services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm has approximately 25 clients and manages more than 14.5 billion dollars in assets.
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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AL
01/30/2025 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
Active
Inactive
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