Steven Clay Causey
Lid van de Investeringscommissie bij Waverly Advisors LLC (Alabama)
Profiel
Mr. Steven C.
Causey, CPA, is a Partner, Wealth & Retirement Plan Advisor at Waverly Advisors LLC (Alabama).
His primary responsibility is managing 401k Complete, the firm’s bundled retirement plan service.
Mr. Causey works closely with clients in providing turn-key plan administration and investment solutions for their retirement plans, as well as advising high net worth clients regarding their financial matters.
He is a member of the firm’s Investment Committee and the Waverly Operations Board.
Mr. Causey is a graduate of Birmingham-Southern College where he received a Bachelor of Science degree in Accounting, and he also holds his Series 65 Securities License.
Actieve functies van Steven Clay Causey
| Bedrijven | Functie | Begin |
|---|---|---|
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Lid van de Investeringscommissie | 07-07-1999 |
Opleiding van Steven Clay Causey
| Birmingham-Southern College | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
