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Chief Compliance Officer / Shareholder / Secretary · Leavell Investment Management, Inc.

Margaret H. Alves

CRD 5110344 · Named on Form ADV at one SEC-registered adviser

At a glance

Leavell Investment Management, Inc., an SEC-registered wealth manager based in Mobile, AL with $3.4 billion in regulatory assets, lists Margaret H. Alves on its Form ADV as Chief Compliance Officer / Shareholder / Secretary, a control person.

Firms and roles

AtlasMembers

Margaret’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

  • Janet R. HayesShareholder / Director / Executive Committee, Leavell Investment Management, Inc.
  • Michael C. TeelShareholder, Leavell Investment Management, Inc.
  • Richard E. AnthonyShareholder / Director, Leavell Investment Management, Inc.
  • Richard M. StimpsonChairman of the Board / Shareholder / Director, Leavell Investment Management, Inc.
  • John M. WilliamsShareholder / Director, Leavell Investment Management, Inc.

9 more people named with Margaret on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Margaret’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.