James Robert Lazenby is listed as Chief Financial Officer at Waverly Advisors, LLC in Birmingham, AL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Waverly Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Robert Lazenby work?
James Robert Lazenby is listed as Chief Financial Officer at Waverly Advisors, LLC on SEC Form ADV.
How much of Waverly Advisors, LLC does James Robert Lazenby own?
Form ADV reports a beneficial ownership band of Under 5%.