Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Davis Morton is an investment advisor representative with Leavell Investment Management, Inc., with an office in Fairhope, Alabama. Tamara has been in the industry since March 1999 and is registered with the state of Alabama. Tamara holds a Series 65 license. She is registered to provide investment advice to individuals, businesses, investment companies, pension and profit-sharing plans, and charitable organizations.
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
11/14/2007 - Present
Leavell Investment Management, Inc. (Fairhope AL)
IA
Issued 02/19/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Tamara Morton is the right advisor for you? Invested Better is here to help.
