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John Miles Williams

Leavell Investment Management, Inc.

Mobile, AL

CRD 1447299

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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 2007-07-12
  • AL RA
    APPROVED
    Since 2007-07-12

Branch Locations

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
T. Leavell & Associates, Inc. Mobile AL 06/2007 Present
  • 06/2007 → Present
    T. Leavell & Associates, Inc.
    Mobile, AL
Previous Registrations
  • 2001-02-07 → 2007-06-27
    Morgan Keegan & Company, Llc
    Birmingham, AL
    Birmingham, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-03-12
  • S63 Uniform Securities Agent State Law Examination
    1986-03-12

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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