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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malinda? Claim Your ProfileMalinda Dawn Sutton is an investment advisor representative with Waverly Advisors, LLC. She is registered with the state of Colorado and has been in the industry since July 2013. She has a Series 65 license and is a registered attorney in Colorado. Malinda Dawn Sutton has experience working with a variety of clients, including individuals, businesses, and charitable organizations. She offers financial planning, pension consulting, and portfolio management services. Malinda Dawn Sutton is dedicated to providing her clients with personalized advice and guidance to help 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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AL
11/20/2023 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
IA
Issued 07/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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