Unclaimed Profile

John Wade Therrell

LEAVELL INVESTMENT MANAGEMENT, INC.·MOBILE, Alabama

Series 65Clean record10 years registeredLEAVELL INVESTMENT MANAGEMENT, INC.

210 SAINT JOSEPH STREET, MOBILE, AL 36602CRD# 6550210Firm CRD# 107890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Wade Therrell · MOBILE, AL

Registration

CRD #6550210 · LEAVELL INVESTMENT MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

LEAVELL INVESTMENT MANAGEMENT, INC.

Sep 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 26, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEAVELL INVESTMENT MANAGEMENT, INC.

CRD 107890 · SEC 801-14752

AUM

$2.5B

Regulatory assets under management

Employees

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

View all advisors at LEAVELL INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does John Wade Therrell offer?

John Wade Therrell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.

What are John Wade Therrell's credentials?

John Wade Therrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Wade Therrell located?

John Wade Therrell 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 John Wade Therrell charge for services?

John Wade Therrell'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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