Charles Lee Simmons
Investment adviser representative at Waverly Advisors, LLC
21 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$29.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Waverly Advisors, LLCApr 2026 to now
- Truwealth Advisors, LLCJul 2020 to May 2026
- Purshe Kaplan Sterling InvestmentsJul 2020 to Feb 2024
- Ameriprise Financial Services, Inc.Sep 2005 to Jul 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (LA).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2145300
- Firm CRD
- 115332