Tamara D. Morton

LEAVELL INVESTMENT MANAGEMENT

Fairhope, AL 36532

Some features on this profile are disabled

CRD#: 2182002

Professional summary

Tamara Davis Morton, who also goes by Tamara Leigh Davis, is a registered financial advisor currently at LEAVELL INVESTMENT MANAGEMENT, INC. located in Fairhope, Alabama.

Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tamara has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tamara Leigh Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Davis Morton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 14, 2007 - Present

LEAVELL INVESTMENT MANAGEMENT, INC.

Office #1: 561 Fairhope Avenue Suite 204, Fairhope, AL 36532

RIA

CRD#: 107890

Fairhope, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEAVELL INVESTMENT MANAGEMENT, INC.

LEAVELL INVESTMENT MANAGEMENT, INC. | T.LEAVELL & ASSOCIATES, INC | LEAVELL INVESTMENTS

CRD#: 107890 / SEC#: 801-14752

RIA

Registered Investment Advisory firm - (7/23/1979 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(11/14/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/19/2005

Uniform Investment Adviser Law Examination

Current Firm

LEAVELL INVESTMENT MANAGEMENT, INC.

LEAVELL INVESTMENT MANAGEMENT, INC. | T.LEAVELL & ASSOCIATES, INC | LEAVELL INVESTMENTS

CRD#: 107890 / SEC#: 801-14752

RIA

Registered Investment Advisory firm - (7/23/1979 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

210 Saint Joseph Street, Mobile, AL 36602

Mailing Address

210 Saint Joseph Street, Mobile, AL 36602

Phone number

(251) 433-3709

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A MARCH 17, 2025 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	2,847
AUM (Assets Under Management)	$ 2,967,145,153

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
01/29/2025	Cover Page	Report
10/25/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Franklin Little

NYLIFE SECURITIES LLC

MOBILE, AL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tamara D. Morton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Davis Morton's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEAVELL INVESTMENT MANAGEMENT, INC.

Primary Firm SEC Registration

LEAVELL INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2005

Current Firm

LEAVELL INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LEAVELL INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors