Unclaimed
Edward Bamford Norfleet is a registered Investment Advisor Representative in Alabama, with Leavell Investment Management, Inc. Edward has been a Registered Representative since January 2022. Edward's current firm has an office in Mobile, Alabama. Edward is a Chartered Financial Analyst (CFA). Edward has experience in the financial services industry since May 2013.
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
02/02/2022 - Present
Leavell Investment Management, Inc. (MOBILE AL)
Active
Inactive
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