Pamela Ann Martin
Investment adviser representative at Waverly Advisors, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$29.9BFirm assets
Are you Pamela Ann Martin? Claim your profile
Contact this firm
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
11 years in the industry.
- Waverly Advisors, LLCJan 2024 to now
- Strategiq Financial Group, LLCDec 2017 to Mar 2024
- Keys To Life LLCMay 2017 to Dec 2025
- Hd Vest Insurance Agency, IncSep 2015 to Dec 2017
- Hd Vest Investment ServicesSep 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, IN, WI).
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
- 6005711
- Firm CRD
- 115332