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Kenneth Fred Hubbard

Leavell Investment Management, Inc.

Mobile, AL

Alexander City, AL

CRD 1441837

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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
AL RA APPROVED 2024-06-03
  • AL RA
    APPROVED
    Since 2024-06-03

Branch Locations

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

Alexander City, AL • 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
Trustmark Investment Advisors Jackson MS 02/2013 05/2024
Leavell Investment Management, Inc. Birmingham AL 06/2024 Present
Previous Registrations
  • 2013-05-02 → 2023-01-02
    Trustmark Investment Advisors, Inc.
    Ridgeland, MS
    Alexander City, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-07
S63 Uniform Securities Agent State Law Examination 1995-01-30
  • S65 Uniform Investment Adviser Law Examination
    2013-08-07
  • S63 Uniform Securities Agent State Law Examination
    1995-01-30
Other Names
  • Kenny Hubbard
  • Kenneth F Hubbard

View on SEC IAPD

Nearby Firms

FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES

Nearby Investors

LISA MARY THARP
JOHN RUSSELL MOODY
ERIC CHRISTOPHER DROBLYEN

Nearby Offices

FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC · MOBILE, AL
LEAVELL INVESTMENT MANAGEMENT, INC. · MOBILE, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mobile, AL

More in Mobile, AL

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