HL
CFP
HL
CFP

Harold Nelson Leavell

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fixed/Hourly
Firm Size
16 advisors
Number of Clients
248 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$4.3B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000
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Location

227 West Monroe Street, Suite 1800, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
April 2003 - December 2005 · 2 yrs 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.