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L & L Financial Services, LLP

Headquartered in MOBILE, AL

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Firm Information

L&L Financial Services, LLP is an investment advisor with 6 investment adviser representatives, 2 licensed agents, and approximately $9,500,000 in regulatory assets under management. The firm provides portfolio management services for individuals and selects other advisers for clients. L&L Financial Services, LLP manages assets for 28 individuals other than high-net-worth individuals and 1 high-net-worth individual, totaling 31 accounts.

L & L Financial Services, LLP

$9.50M

Assets Under Management

25

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

L & L FINANCIAL SERVICES, LLP has a total of 1 branch locations across the country.
location

MOBILE, AL

Advisors at L & L Financial Services, LLP

View All 5 Advisors
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Calvin Chatfield Nettles

RA

MOBILE, AL

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Jacob David Baker

RA

MOBILE, AL

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Kent Frederick Krause

RA

MOBILE, AL

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George Vestal Davis

RA

MOBILE, AL

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Nicholas Allen Myers

RA

MOBILE, AL

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Brian Allen Driskell

RA

MOBILE, AL

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Christopher Miles Patterson

RA

MOBILE, AL

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Disclosures

There are no public disclosures for L & L Financial Services, LLP.

Frequently Asked Questions (7)

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