Network origin in Keith M. Rogers first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Keith M. Rogers via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Auburn University | College/University | Undergraduate Degree | |
HC Advisors LLC
 HC Advisors LLC Investment ManagersFinance HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| Birmingham-Southern College | College/University | Undergraduate Degree |
Statistics
International
| United States | 6 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 2 |
| Undergraduate Degree | 2 |
| Portfolio Manager-Fixed Income | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Terri Munro | 4 |
| Scott Crumpton | 3 |
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