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Kee Padgett Goostree

Leavell Investment Management, Inc.

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About Kee Padgett Goostree

Kee Goostree is an Investment Advisor Representative at Leavell Investment Management, Inc. Kee Goostree is registered with the state of Alabama. Kee Goostree has passed the Uniform Investment Adviser Law Examination and is licensed to provide investment advice to individuals, corporations, charitable organizations, investment companies, and pension plans. Kee Goostree has been in the industry since 2012. Leavell Investment Management, Inc. is a firm that provides financial planning, portfolio management, and other advisory services to clients.

Firm Information

Kee Goostree 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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Kee Goostree’s Registration & Firm History

AL

03/06/2012 - Present

Leavell Investment Management, Inc. (MOBILE AL)

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Licenses & Designations

IA

Issued 03/05/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kee Padgett Goostree.
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