Tamara Davis Morton
Investment adviser representative at Leavell Investment Management, Inc.
27 yearsExperience
1 stateRegistered in
$3.4BFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Leavell Investment Management, Inc.Mar 1999 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (AL).
Leavell Investment Management, Inc.
$3.4BAssets managed
3,023Clients
25Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2182002
- Firm CRD
- 107890