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Kimberly Mcdonald Warner

Waverly Advisors, LLC

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About Kimberly Mcdonald Warner

Kimberly Mcdonald Warner is an investment advisor representative at Waverly Advisors, LLC. Kimberly has been in the industry since 2002, previously working at Purshe Kaplan Sterling Investments and 1st Global Capital Corp. Kimberly is registered in Alabama and has a Series 7 and Series 66 license. Kimberly is experienced in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.

Firm Information

Kimberly Warner 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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Kimberly Warner’s Registration & Firm History

AL

08/25/2020 - Present

Waverly Advisors, LLC (Homewood AL)

AL

11/24/2003 - 04/26/2010

PURSHE KAPLAN STERLING INVESTMENTS (BIRMINGHAM AL)

TX

11/06/2002 - 12/17/2003

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 03/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Mcdonald Warner.
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