Invested Better
Unclaimed

Unclaimed

Unclaimed

Marla Rae Chambers

Waverly Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marla? Claim Your Profile

About Marla Rae Chambers

Marla Rae Chambers is a financial advisor with over 14 years of experience in the industry. Marla is registered with Waverly Advisors, LLC and Buckingham Financial Group, Inc., and has a Series 65 license. Marla specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and charitable organizations. Marla is a Certified Financial Planner and has a strong track record of helping clients achieve their financial goals.

Firm Information

Marla Chambers 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marla Chambers’s Registration & Firm History

AL

11/13/2024 - Present

Waverly Advisors, LLC (BIRMINGHAM AL)

Not sure if Marla Rae Chambers is right for you?

Licenses & Designations

IA

Issued 10/19/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marla Rae Chambers.
Not sure if Marla Rae Chambers is right for you?