Michael HoftoCRD Number: 1347940
Current Firm: Leavell Investment Management, Inc.
Michael Hofto (CRD# 1347940) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 10 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
|T. Leavell & Associates, Inc.||Mobile, AL||Sep 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management1,508MILLIONS
Total Number of Accounts1,315ACCOUNTS
Average Account Value$1,146,570
- 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, NY, TN, TX