JAMES ALLEN WERNER is an investment adviser representative (IAR) with state registration records since 1993, appearing at 5 firms. Currently registered with WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2023-07-14 | present | Yes |
| SILICON HILLS WEALTH MANAGEMENT | 2013-01-08 | 2023-08-17 | — |
| FSC SECURITIES CORPORATION | 2009-02-27 | 2013-03-25 | — |
| ADVANTAGE CAPITAL CORPORATION | 2005-10-28 | 2009-02-27 | — |
| OSAIC WEALTH, INC. | 1993-12-14 | 2005-10-25 | — |