Waverly Advisors
47yrs
Top advisor by experience in Birmingham
8yrs
Vincent Pack
Financial advisor at Waverly Advisors
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office600 University Park Place Suite 501, Birmingham, AL 35209
FirmWaverly Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
States licensed ?1 state
Services through Waverly Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Aug 2026 – nowWaverly Advisors, LLCCurrent firm
- 2021 – 2026Eagle Strategies LLCPreviously
Questions to ask Vincent
Tailored to Vincent’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Vincent
How do I contact Vincent?
Call Waverly Advisors at 205-871-3334 and ask for Vincent Pack. Vincent works from the Birmingham, AL office.
How long has Vincent been a financial advisor?
Vincent has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Vincent hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Vincent a fiduciary?
Vincent is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vincent paid?
Waverly Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Vincent for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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