Brian Hershberger

from Waverly Advisors, LLC
SEC regulated
Regulated Investment Advisor
Brian Hershberger is a financial advisor based in Alabama, Birmingham, with 25 years of experience. Brian currently works for Waverly Advisors, LLC. Brian maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Hershberger works at Waverly Advisors, LLC
Waverly Advisors, LLC is a financial advisory firm based in Birmingham, Alabama. It currently has approximately $7,697,045,563 of assets under management and employs about 136 people. Waverly Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
19 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
600 University Park Place, Suite 501, Birmingham, Alabama, 35209

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