linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Miles Williams

Leavell Investment Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Miles Williams

John Miles Williams is a Registered Investment Advisor (IA) representative at Leavell Investment Management, Inc., where he has worked since June 2007. John has been actively involved in the financial industry since 1986. He is licensed in Alabama and Florida. John has obtained the Series 3, Series 7, and Series 63 licenses. John Miles Williams has experience with a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

Firm Information

John Williams 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Williams’s Registration & Firm History

AL

07/12/2007 - Present

Leavell Investment Management, Inc. (MOBILE AL)

AL

03/20/1998 - 06/27/2007

MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)

AL

04/18/1986 - 08/01/1996

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

Not sure if John Miles Williams is right for you?

Licenses & Designations

BC

Issued 03/12/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/1987

Series 3 - National Commodity Futures Examination

BC

Issued 12/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Miles Williams.
Not sure if John Miles Williams is right for you?