Kee GoostreeCRD Number: 3120805
Current Firm: Leavell Investment Management, Inc.
Kee Goostree (CRD# 3120805) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 5 years of experience in the finance industry.
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
Cornerstone Investment Management And Consulting,llc
|Sterne Agee||Birmingham, AL||Sep 1997 - Aug 2011||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
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