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Richard Eland Anthony

Leavell Investment Management, Inc.

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About Richard Eland Anthony

Richard Anthony is a financial advisor with Leavell Investment Management, Inc. He has been with the firm since November 2004. Richard is registered as an Investment Adviser Representative (IAR) in Alabama. His registration number is 4592145. He is a Chartered Financial Analyst (CFA) and has passed the Uniform Investment Adviser Law Examination. Richard specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and investment companies.

Firm Information

Richard Anthony 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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Richard Anthony’s Registration & Firm History

AL

02/23/2005 - Present

Leavell Investment Management, Inc. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 04/11/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Eland Anthony.
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