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Mary Shannon Hope

LEAVELL INVESTMENT MANAGEMENT, INC.·MOBILE, Alabama
Unclaimed Profile
210 SAINT JOSEPH STREET, MOBILE, AL 36602CRD# 4811732Firm CRD# 107890
01

About

Mary Shannon Hope 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
LEAVELL INVESTMENT MANAGEMENT, INC.
LEAVELL INVESTMENT MANAGEMENT, INC.
AUM
$2.5B
Regulatory assets under management
Employees
37
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4811732
Firm CRD# 107890
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in MOBILE, Alabama for a consultation.
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, working with LEAVELL INVESTMENT MANAGEMENT, INC.. Their office serves clients in the MOBILE metropolitan area and surrounding communities.
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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