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Christopher Dalton Nix

Leavell Investment Management, Inc.

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About Christopher Dalton Nix

Christopher Nix is an Investment Advisor Representative at Leavell Investment Management, Inc. Christopher has been in the industry since July 2013. Christopher is licensed in Alabama. Christopher Nix is a Registered Representative of Leavell Investment Management, Inc., a Registered Investment Advisor. Christopher's areas of specialization include providing financial planning, education, and consulting to clients of Leavell Investment Management, Inc. and its clients. Christopher's experience includes working with clients in retirement planning.

Firm Information

Christopher Nix is currently registered with Leavell Investment Management, Inc.. Leavell Investment Management, Inc. is an investment advisor based in MOBILE, AL, United States. Founded in 2015, the firm serves clients including high-net-worth individuals, corporations, individuals, and retirement plans. They offer financial planning, portfolio management for businesses, individuals, and investment companies, and pension consulting services. The firm has 24 investment advisor representatives and manages approximately $2.5 billion in assets.
Leavell Investment Management, Inc.

210 SAINT JOSEPH STREET

MOBILE, AL 36602

$2.49B

Assets Under Management

2

Total Clients

21

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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education to participants of consulting and advised retirement plans

Education to participants of consulting and advised retirement plans

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christopher Nix’s Registration & Firm History

AL

07/18/2016 - Present

Leavell Investment Management, Inc. (MOBILE AL)

GA

08/08/2013 - 05/09/2016

MENSURA SECURITIES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/17/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Dalton Nix.
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