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L&l Financial Services, LLP

% of assets managed in Mobile, AL

State registeredNo commissions reported

Call (251) 476-3600Send a messageMap ↗

Public-record details

Address
316 Bel Air Blvd., Suite 300, Mobile, AL 36606
Phone
(251) 476-3600
Listed under
% of assets managed
CRD number
116243
Registration
State registered: AL
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$9.5 million
Accounts managed
31
Clients reported (Form ADV 5.D)
28
Individual / high-net-worth clients
28 / 0
Employees
6
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-07-30

State registered (AL) investment adviser, CRD 116243, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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