John WilliamsCRD Number: 1447299
Current Firm: Leavell Investment Management, Inc.
John Williams (CRD# 1447299) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 30 years of experience in the finance industry.
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
Cornerstone Investment Management And Consulting,llc
|T. Leavell & Associates, Inc.||Mobile, AL||Jun 2007 - Current||9|
|Morgan Keegan & Company, Inc.||Birmingham, AL||Mar 1998 - Jun 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
Total Assets Under Management1,422MILLIONS
Total Number of Accounts1,293ACCOUNTS
Average Account Value$1,100,127
- 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)
AL, FL, GA, LA, MS, NC, TX