Warren Averett Asset Management LLC
Legal Name: WARREN AVERETT ASSET MANAGEMENT, LLC
Full Contact Details
Warren Averett Asset Management LLC
2500 ACTON ROAD, BIRMINGHAM, AL
205-979-4100
205-979-6313
Other Info
Warren Averett Asset Management LLC, legally known as WARREN AVERETT ASSET MANAGEMENT, LLC, is an AL Limited Liability Company with 50 employees, 23 of whom are in advisory roles. The company serves 14 clients and was last reported as SEC approved with a registration date of Nov 30, 2001.
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Wealth Management Services - Financial Advisors | Waverly Advisors
Our team of skilled financial advisors offer clients asset and wealth management, collaborative investment, tax, estate and financial planning services.
Wealth Management Services - Financial Advisors | Waverly Advisors
Our team of skilled financial advisors offer clients asset and wealth management, collaborative investment, tax, estate and financial planning services.
Direct Owners
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ANDREA WRIGHT JOHNSON
CHIEF COMPLIANCE OFFICER owns less than 5%
-
HEATH RYAN ECHOLS
MEMBER owns less than 5%
-
JOHN BROWN COX
MEMBER / CHIEF INVESTMENT OFFICER owns less than 5%
-
JOSHUA LAYNE REIDINGER
PRESIDENT owns less than 5%
-
JUSTIN THOMAS RUSSELL
CHIEF OPERATING OFFICER owns less than 5%
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MELANIE LUTHER NICHOLS
VICE PRESIDENT owns less than 5%
-
STEVEN CLAY CAUSEY
SECRETARY / TREASURER owns less than 5%
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WARREN AVERETT COMPANIES, LLC
MANAGING MEMBER owns 75% or more
Custodians
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NATIONAL ADVISORS TRUST COMPANY, FSB
United States