Kaleigh Stovall Shipman
Investment adviser representative at Waverly Advisors, LLC
9 yearsExperience
1 stateRegistered in
$29.9BFirm assets
24 yearsFirm in business
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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
9 years in the industry.
- Waverly Advisors, LLCNov 2024 to now
- Hightower AdvisorsJul 2024 to Nov 2024
- Raymond James & AssociatesSep 2023 to Jul 2024
- Williamson Wealth Group, Inc.Jun 2019 to Sep 2023
- Raymond James Financial Services Advisors, Inc.May 2019 to Sep 2023
- Raymond James Financial Services, Inc.Jun 2015 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 6064634
- Firm CRD
- 115332