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MJ

Michael James Barranco

Investment Adviser Representative at WAVERLY ADVISORS, LLC

Montgomery, ALCRD #4825738Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Alabama
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/18/2019
Series 66
Uniform Combined State Law Examination
Passed 12/29/2004
SIE
Securities Industry Essentials Examination
Passed 12/17/2015
Series 7
General Securities Representative Examination
Passed 11/3/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Waverly Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WAVERLY ADVISORS, LLCCurrent
7/24/2026Montgomery, AL
INVISTA ADVISORSCurrent
10/11/2018Montgomery, AL
LPL FINANCIAL LLC
4/2/200712/17/2015Montgomery, AL
RAYMOND JAMES FINANCIAL SERVICES
1/9/20064/5/2007Montgomery, AL

Official records & sources

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

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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. Michael James Barranco 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.

Michael James Barranco - Financial Advisor in Montgomery, AL | AdvisorFinder