Richard Tidwell Littrell
Investment adviser representative at Leavell Investment Management, Inc.
12 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
12 years in the industry.
- Leavell Investment Management, Inc.Feb 2026 to now
- Oakworth Capital BankDec 2017 to now
- Oakworth Asset Management, LLCJul 2025 to Feb 2026
- Regions BankMar 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8121223
- Firm CRD
- 107890