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Nicholas M

Series 65

Mobile, AL

L&L Financial Services, Llp

Nicholas Myers is a financial advisor at L&L Financial Services, LLP with one year of industry experience. He holds a Series 65 designation and previously worked at Sunbelt Rentals and The University of Alabama. L&L Financial Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes long-term investment strategies based on Modern Portfolio Theory and integrates financial planning with accounting and tax services through an affiliated accounting practice.

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Brian D

Mobile, AL

L&L Financial Services, Llp

Brian Driskell is a financial advisor with L&L Financial Services, LLP in Mobile, Alabama, holding 26 years of industry experience. He has been with L&L Financial Services since 1999 and is also president of Lawrence & Lawrence, PC, a CPA firm where he provides tax preparation and accounting services. Additionally, he is a partner in Three Sixteen, LLP, a partnership involved in various business interests. L&L Financial Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes long-term portfolio construction guided by Modern Portfolio Theory and integrates its advisory services closely with an affiliated accounting practice.

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Christopher P

Mobile, AL

L&L Financial Services, Llp

Christopher Patterson is a financial advisor at L&L Financial Services, LLP with 23 years of industry experience. He has been with L&L Financial Services since 2001 and also maintains a long-standing role at Lawrence & Lawrence, PC, a CPA firm where he prepares individual and business tax returns. L&L Financial Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on long-term portfolio construction guided by Modern Portfolio Theory and collaborates closely with an affiliated accounting practice, integrating investment advisory with accounting and tax services.

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Calvin N

Series 63, Series 65

Mobile, AL

L&L Financial Services, Llp

Calvin Nettles is a financial advisor with L&L Financial Services, LLP in Mobile, Alabama, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with L&L Financial Services since 2014. Outside of his advisory work, Nettles serves as a vestry representative board member for St. Lukes Episcopal School and as a vestry member of St. Lukes Episcopal Church. L&L Financial Services serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on long-term portfolio construction guided by Modern Portfolio Theory and commonly uses third-party managers and institutional-share mutual funds to implement strategies.

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George D

Series 65

Mobile, AL

L&L Financial Services, Llp

George Davis is a Series 65-licensed financial advisor with L&L Financial Services, LLP, where he has worked since 1999. He has 26 years of industry experience and is also a partner at Lawrence & Lawrence, PC, a CPA firm providing individual and business tax return preparation. Davis is additionally a partner in Three Sixteen, LLP, a business partnership involved in accounting. L&L Financial Services serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes long-term investment strategies based on Modern Portfolio Theory and integrates closely with its affiliated accounting practice, with many advisors holding CPA credentials.

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Jacob B

Mobile, AL

L&L Financial Services, Llp

Jacob Baker is a financial advisor at L&L Financial Services, LLP with eight years of industry experience. He is also a CPA and supervisor at Lawrence & Lawrence, PC, where he provides tax-related accounting services. L&L Financial Services serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, managing approximately $9.5 million in discretionary assets. The firm emphasizes long-term portfolio construction informed by Modern Portfolio Theory and integrates investment advisory services with accounting and tax expertise through its affiliation with Lawrence & Lawrence, PC.

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