AT
CFP
AT
CFP

Ashley Diann Tucker

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

600 University Park Place, Suite 501, Birmingham, AL, 35209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ashley is a board member for the Community Foundation of Northwest Florida, dedicating minimal time to serving the community's philanthropic efforts. She also works as an instructor for Florida State University's Certified Financial Planning Program, spending minimal time updating lecture notes and communicating with students.

Employment History
Current Registrations
Waverly Advisors, LLC
March 2021 - Present · 4 yrs 11 mos
State Registrations2 states
ALFL
Advisor
Exams
No exam information available for this advisor.