Leavell Investment Management, Inc.

Leavell Investment Management, Inc. (CRD# 107890) is a financial advisory firm headquartered in Mobile, AL. They manage $1,955,240,606 in 1,712 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,955
    MILLION
  • Total Number of Accounts
    1,712
    ACCOUNTS
  • Average Account Value
    $1,142,080
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, NY, TN, TX

Financial Advisors at Leavell Investment Management, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Richard E. Anthony
CRD#: 4592145
2712 18th Place South, Birmingham, AL 35209

Richard Anthony (CRD# 4592145) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 19 years of experience in the finance industry.

2
Kee P. Goostree
CRD#: 3120805
210 Saint Joseph Street, Mobile, AL 36602

Kee Goostree (CRD# 3120805) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 8 years of experience in the finance industry.

3
Eugene A. Grinstead
CRD#: 2785040
210 Saint Joseph Street, Mobile, AL 36602

Eugene Grinstead (CRD# 2785040) 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.

4
Charles R. Hanes
CRD#: 7077269
210 Saint Joseph Street, Mobile, AL 36602

Charles Hanes (CRD# 7077269) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has 1 year of experience in the finance industry.

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

Janet Hayes (CRD# 2739602) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 24 years of experience in the finance industry.

6
Timothy S. Healey
CRD#: 2306714
2712 18th Place South, Birmingham, AL 35209

Timothy Healey (CRD# 2306714) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 27 years of experience in the finance industry.

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

Michael Hofto (CRD# 1347940) 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.

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

Mary Hope (CRD# 4811732) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 16 years of experience in the finance industry.

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

Thomas Leavell (CRD# 2298076) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 28 years of experience in the finance industry.

10
Harold F. Miller
CRD#: 2303204
800 Shades Creek Parkway, Suite 585, Birmingham, AL 35209

Harold Miller (CRD# 2303204) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 28 years of experience in the finance industry.

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