Thomas
Leavell
Leavell Investment Management, Inc
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About this Advisor
Thomas Leavell is a financial advisor operating out of Mobile, Alabama who has 39 years of industry experience. Leavell is an advisor for Leavell Investment Management, Inc. They have spent their whole career at Leavell Investment Management, Inc. Leavell maintains a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in Alabama and Florida. Leavell Investment Management, Inc is a registered investment firm that has its headquarters in Mobile, AL. It has offices in four locations and a total of 29 financial advisors. It controls $2 billion in total assets between its 2,366 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 2,366 customer accounts, just 14% are held by high-net-worth individuals who have more than $1 million in assets. The business has a diverse set of services, such as 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. Fees charged by financial advisors depend on the type of services provided. However, fees charged by Leavell Investment Management, Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leavell Investment Management, Inc Brokerage Details
$2,136,355,120
29
2,366
$902,940
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
Thomas Leavell Work History
Thomas has been registered as a financial advisor for 39 years.*
T. Leavell & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Leavell 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
Birmingham, AL
Mobile, AL
Mobile, AL
Mobile, AL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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