Unclaimed Profile

Mary Shannon Hope

LEAVELL INVESTMENT MANAGEMENT, INC.·MOBILE, Alabama

Series 65Clean record22 years registeredLEAVELL INVESTMENT MANAGEMENT, INC.

210 SAINT JOSEPH STREET, MOBILE, AL 36602CRD# 4811732Firm CRD# 107890

Profile Verification

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

Identity

Mary Shannon Hope · MOBILE, AL

Registration

CRD #4811732 · LEAVELL INVESTMENT MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEAVELL INVESTMENT MANAGEMENT, INC.

LEAVELL INVESTMENT MANAGEMENT, INC.

Jun 2004 – Jan 2025

MOBILE, AL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 11, 2004

Years registered · 22

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 Mary Shannon Hope offer?

Mary Shannon Hope specializes in Financial Planning, Investment Management, Wealth Management.

What are Mary Shannon Hope's credentials?

Mary Shannon Hope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Shannon Hope located?

Mary Shannon Hope is based in MOBILE, Alabama, last registered with LEAVELL INVESTMENT MANAGEMENT, INC..

How does Mary Shannon Hope charge for services?

Mary Shannon Hope'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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