L&L Financial Services, Llp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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 provides continuous investment supervisory services, financial planning, retirement plan services and specialized management of variable annuity subaccounts, managing approximately $9.5 million in discretionary assets for 28 clients.
The firm’s investment approach emphasizes long‑term purchases and portfolio construction informed by Modern Portfolio Theory, and it commonly implements advice through third‑party managers and Savant Wealth Management’s Advisor Services. L&L works with clients to develop written investment policy statements, monitor allocations and deliver quarterly performance reporting while using institutional‑share mutual funds and third‑party managers to execute strategies.
What distinguishes L&L from many peers is its close integration with an affiliated accounting practice: most advisory representatives (except two) are CPAs affiliated with Lawrence & Lawrence, PC and spend roughly 75% of their time providing accounting and tax services, and the firms have a written referral and fee‑sharing arrangement. The brochure also discloses that some advisory representatives are insurance‑licensed and may sell insurance products (with commissions and up to about 25% of their time devoted to insurance activities), and that retirement plan services are delivered via a formal contract with Savant Wealth Management.
Client services
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%
Account minimum: $150,000 Minimum fee: Minimum annual fee of $3,000 for Retirement Plan Services; $2,000 minimum annual fee for Advisor Services accounts below $150,000 Fee-only: Advisor Services fees and Retirement Plan Services fees, negotiable; Other Advisory Fees at 1.50% annually for asset allocation and monitoring services
Main office
316 Bel Air Blvd., Ste. 300
Mobile AL 36606
Advisors at this office
6
Most active in
Alabama
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
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.
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.
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.
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.
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.
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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