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Eugene Andrews Grinstead

Leavell Investment Management, Inc.

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About Eugene Andrews Grinstead

Eugene Andrews Grinstead is a Registered Investment Advisor with Leavell Investment Management, Inc. Eugene is a Registered Investment Advisor in Alabama. Eugene has a total of 2 state exam categories: Series 65 and Series 63, and 1 product exam category: Series 7. Eugene has been registered with the SEC since February 16, 2011. Eugene has been with Leavell Investment Management, Inc. since October 2010. Previous employment includes Raymond James & Associates, Inc. in ST. PETERSBURG, FL.

Firm Information

Eugene Grinstead 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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Eugene Grinstead’s Registration & Firm History

AL

02/16/2011 - Present

Leavell Investment Management, Inc. (MOBILE AL)

FL

12/04/2001 - 07/09/2003

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 02/15/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eugene Andrews Grinstead.
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