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Lawerence Lee Hood

Investment Adviser Representative at Waverly Advisors, LLC

Seattle, WACRD #1018874Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Lawerence Lee Hood is an investment adviser representative with Waverly Advisors, LLC in Seattle, WA, where they have been registered since 2025. They have worked in the securities industry since 1993 and have been registered with 3 firms, including Pacific Portfolio Consulting, LLC and Pacific Portfolio Consulting LP. They have passed 3 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.

Office

450 Alaskan Way S
Seattle, WA 98104

Advisors at this office: 13

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/2/1982
Series 7
General Securities Representative Examination
Passed 3/20/1982
Series 24
General Securities Principal Examination
Passed 11/28/1989

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Waverly Advisors, LLCCurrent
10/22/2025 – Seattle, WA
Pacific Portfolio Consulting, LLC
3/21/2006 – 12/23/2025Seattle, WA
Pacific Portfolio Consulting LP
1/26/1993 – 12/31/2006Seattle, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pacific Portfolio Consulting, LLC
    Jan 2006 – Sep 2025Seattle, WA
  2. Elliott COVE Capital Management, LLC
    Jan 2005 – no end date reportedSeattle, WA
  3. Waverly Advisors, LLC
    Sep 2025 – no end date reportedBirmingham, AL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Waverly Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Private Client Services blending investment management, tax, estate, retirement, education, risk management and financial planning; Waverly Business Services including accounting, tax, individual planning, asset management and business optimization; Waverly Women offering financial planning and investment management; Family Office managing investment portfolios, estate planning, real estate and staff; Trust Services with customized trust solutions; Institutional Consulting for academic institutions, religious foundations and community grant makers; and Corporate Retirement services.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Investment ManagementFinancial PlanningEstate PlanningTax StrategiesTrust ServicesRetirement PlanningFamily OfficeInstitutional ConsultingFee-onlyFiduciaryWealth Management+1 more

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
221
Offices listed on AdvisorFinder:
26
Main office:
Birmingham, AL
Founded:
1999
SEC file number:
801-60741

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 31, 2026

View full firm profile

Other advisors at Waverly Advisors, LLC

Showing 12 of 221 in the directory

View Waverly Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lawerence Lee Hood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Lawerence Lee Hood (Waverly Advisors) - Fees & Credentials