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Pamela Ann Martin

Waverly Advisors, LLC

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About Pamela Ann Martin

Pamela Martin is a financial advisor with over 10 years of experience in the industry. Pamela is currently registered with Waverly Advisors, LLC in Illinois, Indiana, and Wisconsin. Pamela has held previous positions with HD Vest Investment Services and PFS Investments Inc. Pamela has a wide range of experience and is committed to providing her clients with personalized financial advice.

Firm Information

Pamela Martin 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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Pamela Martin’s Registration & Firm History

IN

02/08/2024 - Present

Waverly Advisors, LLC (MERRILLVILLE IN)

IL

10/15/2015 - 12/20/2017

HD VEST INVESTMENT SERVICES (Frankfort IL)

IL

01/09/2012 - 10/16/2015

PFS INVESTMENTS INC. (FRANKFORT IL)

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Licenses & Designations

IA

Issued 03/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pamela Ann Martin.
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