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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Hubbard is an investment advisor representative with Leavell Investment Management, Inc. Kenneth is licensed to offer investment advice in Alabama. Kenneth has been in the industry since 1987 and has held previous positions with PRIMEVEST FINANCIAL SERVICES, INC. and MORGAN KEEGAN & COMPANY, INC. in Montgomery, AL and Memphis, TN. Kenneth's expertise is in portfolio management for businesses and individuals, and pension consulting. Kenneth has been registered with the state of Alabama as an investment advisor representative since June 3, 2024.
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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2
AL
06/03/2024 - Present
Leavell Investment Management, Inc. (MOBILE AL)
AL
01/18/1995 - 04/30/2009
PRIMEVEST FINANCIAL SERVICES, INC. (MONTGOMERY AL)
TN
06/26/1990 - 11/25/1992
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
03/23/1987 - 07/20/1990
GEORGE M. WOOD & COMPANY, INC.
IA
Issued 08/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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