Steven Clay Causey

Membro del Comitato di Investimento presso Waverly Advisors LLC (Alabama)

Finance

Consumer Services

Profilo

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.

Posizioni attive di Steven Clay Causey

Società	Posizione	Inizio
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.	Membro del Comitato di Investimento	07/07/1999

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Formazione di Steven Clay Causey

Birmingham-Southern College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Aziende private	1
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