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Eugene Andrews Grinstead

LEAVELL INVESTMENT MANAGEMENT, INC.·MOBILE, Alabama
Series 7, Series 63, Series 65Clean record15 years registeredLEAVELL INVESTMENT MANAGEMENT, INC.
210 SAINT JOSEPH STREET, MOBILE, AL 36602CRD# 2785040Firm CRD# 107890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eugene Andrews Grinstead · MOBILE, AL
Registration
CRD #2785040 · LEAVELL INVESTMENT MANAGEMENT, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 16, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEAVELL INVESTMENT MANAGEMENT, INC.
CRD 107890 · SEC 801-14752
AUM
$2.5B
Regulatory assets under management
Employees
37
2,543 client accounts
Services offered by LEAVELL INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Eugene Andrews Grinstead offer?
Eugene Andrews Grinstead specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.
What are Eugene Andrews Grinstead's credentials?
Eugene Andrews Grinstead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene Andrews Grinstead located?
Eugene Andrews Grinstead is based in MOBILE, Alabama, working with LEAVELL INVESTMENT MANAGEMENT, INC.. Their office serves clients in the MOBILE metropolitan area and surrounding communities.
How does Eugene Andrews Grinstead charge for services?
Eugene Andrews Grinstead's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEAVELL INVESTMENT MANAGEMENT, INC.?
LEAVELL INVESTMENT MANAGEMENT, INC. has approximately 37 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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