Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Reeves Duggan is an investment advisor representative at Leavell Investment Management, Inc. Patrick has been in the industry since June 2018, and became associated with Leavell Investment Management, Inc. in August 2022. Patrick has a Series 65 license, and is registered in Alabama. Patrick is a graduate of Washington and Lee University, and previously worked at Cambridge Associates and 1919 Investment Counsel. Patrick also works as a soccer referee for the Alabama Soccer Association.
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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AL
12/02/2022 - Present
Leavell Investment Management, Inc. (MOBILE AL)
IA
Issued 12/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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