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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Brady Hubbard is an Investment Advisor Representative at Leavell Investment Management, Inc. Daniel has been in the industry since October 2019 and has a Series 65 license. Daniel has a broad range of experience, working previously at RSMUS LLP and the University of Alabama Dean of Students. Daniel is registered to provide investment advice in Alabama. Leavell Investment Management, Inc. is based in Mobile, Alabama and has been providing financial advice since 2011.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Education to participants of consulting and advised retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AL
01/07/2020 - Present
Leavell Investment Management, Inc. (Birmingham AL)
IA
Issued 01/07/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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