Unclaimed Profile

Margaret H. Alves

LEAVELL INVESTMENT MANAGEMENT, INC.·MOBILE, Alabama

Clean recordLEAVELL INVESTMENT MANAGEMENT, INC.

210 SAINT JOSEPH STREET, MOBILE, AL 36602CRD# 5110344Firm CRD# 107890

Profile Verification

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

Identity

Margaret H. Alves · MOBILE, AL

Registration

CRD #5110344 · LEAVELL INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Margaret H. Alves is a registered financial advisor based in MOBILE, Alabama, affiliated with LEAVELL INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEAVELL INVESTMENT MANAGEMENT, INC.

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEAVELL INVESTMENT MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5110344

Firm CRD# 107890

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Margaret H. Alves offer?

Margaret H. Alves specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.

What are Margaret H. Alves's credentials?

Margaret H. Alves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret H. Alves located?

Margaret H. Alves 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 Margaret H. Alves charge for services?

Margaret H. Alves'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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