Gavin P. Gillison
CFP®Professional Summary
Gavin P. Gillison, CFP® is a registered financial advisor currently at WAVERLY ADVISORS, LLC located in Birmingham, Alabama. Gavin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gavin has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC
Credentials
Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC
Current Firm
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | PROMUS | MCSHANE PARTNERS
Contact Information
Main Address
600 University Park Place Suite 501, Birmingham, AL 35209Phone Number
(205) 871-3334# of Employees
414SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
35,709AUM (Assets Under Management)
$29,872,072,116Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/31/2026 | Cover Page | Report |
| 02/27/2025 | Cover Page | Report |
| 02/16/2024 | Cover Page | Report |
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | PROMUS | MCSHANE PARTNERS
State Registrations and Notice Filings
(5/9/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gavin P. Gillison's CRS (Customer Relationship Summary).
Similar Advisors
LJI WEALTH MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
THIRD LINE FINANCIAL PLANNING
ALLSTATE FINANCIAL SERVICES, LLC