Leavell Investment Management, Inc.
Leavell Investment Management, Inc. (CRD# 107890) is a financial advisory firm headquartered in Mobile, AL. They manage $2,487,932,390 in 2,543 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management2,488MILLION
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Total Number of Accounts2,543ACCOUNTS
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Average Account Value$978,345
- 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)
- Other
AL, CA, FL, GA, LA, MS, NC, NY, SC, TN, TX, VA
Richard Anthony (CRD# 4592145) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 23 years of experience in the finance industry.
Kee Goostree (CRD# 3120805) 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.
Eugene Grinstead (CRD# 2785040) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 22 years of experience in the finance industry.
Charles Hanes (CRD# 7077269) 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.
Janet Hayes (CRD# 2739602) 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.
Timothy Healey (CRD# 2306714) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Birmingham, AL and has over 31 years of experience in the finance industry.
Michael Hofto (CRD# 1347940) 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.
Mary Hope (CRD# 4811732) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 19 years of experience in the finance industry.
Thomas Leavell (CRD# 2298076) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 31 years of experience in the finance industry.
Tamara Morton (CRD# 2182002) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 19 years of experience in the finance industry.