Harrison Flint Deshazo
Investment adviser representative at Waverly Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Waverly Advisors, LLCSep 2023 to now
- Fidelity InvestmentsMar 2022 to Sep 2023
- Purshe Kaplan Sterling InvestmentsAug 2020 to Mar 2022
- Thirvient Advisor Network dba 49 FinancialAug 2020 to Mar 2022
- Kanakuk CampsJul 2019 to Jul 2019
- Mamaka BowlsJun 2019 to Jul 2020
- Zeta Tau AlphaJun 2017 to Mar 2020
- Camp War EagleJun 2017 to Jul 2017
- Chick-fil-aJun 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7283556
- Firm CRD
- 115332