John
Williams
Leavell Investment Management, Inc
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About this Advisor
John Williams is a financial advisor based in Mobile, Alabama, working with Leavell Investment Management, Inc. John has previously held a position at T. Leavell & Associates, Inc. John has passed the Series 63 regulatory exam and is registered to provide services in Alabama and Florida. Currently, John is part of Leavell Investment Management, Inc, which operates out of Mobile, Alabama. The firm has 4 offices and 31 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Leavell Investment Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leavell Investment Management, Inc Brokerage Details
$2,487,932,390
31
2,543
$978,345
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Williams Work History
T. Leavell & Associates, Inc
Disclosures
Please visit the SEC profile of John Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leavell Investment Management, Inc
Mobile, AL
Mobile, AL
Mobile, AL
Mobile, AL
Mobile, AL
Mobile, AL
Mobile, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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