Leavell Investment Management, Inc.

Leavell Investment Management, Inc. (CRD# 107890) is a financial advisory firm headquartered in Mobile, AL. They manage $1,422,463,977 in 1,293 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,422
    MILLION
  • Total Number of Accounts
    1,293
    ACCOUNTS
  • Average Account Value
    $1,100,127
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MS, NC, TX

Financial Advisors at Leavell Investment Management, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Richard E. Anthony
CRD#: 4592145
800 Shades Creek Parkway, Suite 585, Birmingham, AL 35209
96
Wealthminder
score

Richard Anthony (CRD# 4592145) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 16 years of experience in the finance industry.

2
Harold F. Miller
CRD#: 2303204
800 Shades Creek Parkway, Suite 585, Birmingham, AL 35209
96
Wealthminder
score

Harold Miller (CRD# 2303204) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 25 years of experience in the finance industry.

3
William K. Nicrosi
CRD#: 3225136
210 Saint Joseph Street, Mobile, AL 36602
96
Wealthminder
score

William Nicrosi (CRD# 3225136) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 18 years of experience in the finance industry. William Nicrosi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Eugene A. Grinstead
CRD#: 2785040
210 Saint Joseph Street, Mobile, AL 36602
93
Wealthminder
score

Eugene Grinstead (CRD# 2785040) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 15 years of experience in the finance industry.

5
Janet R. Hayes
CRD#: 2739602
210 St. Joseph Street, Mobile, AL 36602
93
Wealthminder
score

Janet Hayes (CRD# 2739602) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 21 years of experience in the finance industry.

6
Timothy S. Healey
CRD#: 2306714
800 Shades Creek Parkway, Suite 585, Birmingham, AL 35209
93
Wealthminder
score

Timothy Healey (CRD# 2306714) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 25 years of experience in the finance industry.

7
Michael J. Hofto
CRD#: 1347940
210 Saint Joseph Street, Mobile, AL 36602
93
Wealthminder
score

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.

8
Mary S. Hope
CRD#: 4811732
210 St. Joseph Street, Mobile, AL 36602
93
Wealthminder
score

Mary Hope (CRD# 4811732) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 13 years of experience in the finance industry.

9
Thomas W. Leavell
CRD#: 2298076
210 St. Joseph Street, Mobile, AL 36602
93
Wealthminder
score

Thomas Leavell (CRD# 2298076) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 25 years of experience in the finance industry.

10
Tamara D. Morton
CRD#: 2182002
210 Saint Joseph Street, Mobile, AL 36602
93
Wealthminder
score

Tamara Morton (CRD# 2182002) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 12 years of experience in the finance industry.

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