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Patrick Reeves Duggan

Leavell Investment Management, Inc.

Charlotte, NC

Mobile, AL

CRD 7621966

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Employer firm

Leavell Investment Management, Inc. CRD 107890

$3.40B regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Leavell Investment Management, Inc.

210 Saint Joseph Street, Mobile, AL 36602 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-20
AL RA APPROVED 2022-12-02
  • NC RA
    APPROVED
    Since 2026-05-20
  • AL RA
    APPROVED
    Since 2022-12-02

Branch Locations

Charlotte, NC • United States

210 Saint Joseph Street, Mobile, AL 36602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Associates Arlington VA 06/2018 08/2022
Leavell Investment Management, Inc. Mobile AL 08/2022 Present
1919 Investment Counsel Birmingham AL 05/2017 07/2017
Full-Time Education @ Washington And Lee University Lexington VA 06/2014 06/2018
  • 06/2018 → 08/2022
    Cambridge Associates
    Arlington, VA
  • 08/2022 → Present
    Leavell Investment Management, Inc.
    Mobile, AL
  • 05/2017 → 07/2017
    1919 Investment Counsel
    Birmingham, AL
  • 06/2014 → 06/2018
    Full-Time Education @ Washington And Lee University
    Lexington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-02
  • S65 Uniform Investment Adviser Law Examination
    2022-12-02

View on SEC IAPD

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