Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wade Therrell is a Certified Financial Planner, registered with the state of Alabama and Texas. John is associated with Leavell Investment Management, Inc. John has a total of 2,543 client accounts with over $2.4 Billion in regulatory assets under management. Leavell Investment Management, Inc. primarily provides financial planning, pension consulting, and portfolio management services to businesses, individuals and investment companies.
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.
1
2
AL
06/08/2016 - Present
Leavell Investment Management, Inc. (Fairhope AL)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure John Therrell is the right advisor for you? Invested Better is here to help.
