Robert Milton Hope
Investment adviser representative at Leavell Investment Management, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Leavell Investment Management, Inc.Sep 2023 to now
- Central Intelligence AgencyOct 2022 to Aug 2023
- Tellurian, Inc.Apr 2022 to Oct 2022
- Barclays Capital IncJul 2019 to Apr 2022
- UnemployedMay 2019 to Jul 2019
- Harvard UniversityAug 2018 to May 2019
- Barclays Capital IncJun 2018 to Aug 2018
- Harvard UniversityAug 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
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
- 6969157
- Firm CRD
- 107890