Timothy Healey (CRD# 2306714) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 31 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leavell Investment Management, Inc. (formerly T. Leavell & Assoc | Birmingham, AL | Feb 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- AL
-
Total Assets Under Management2,488MILLIONS
-
Total Number of Accounts2,543ACCOUNTS
-
Average Account Value$978,345
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, CA, FL, GA, LA, MS, NC, NY, SC, TN, TX, VA
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