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Joseph M Latour

Celebrating 25 Years of Dedicated Client Service

Sowell Management Services

Cumming

GA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

Fund Assets in Fund
iShares Core S&P 500 ETF $1M-$10M
iShares Russell 2000 ETF $1M-$10M

    Firm Client types

    There is no client type data to display at this time.

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Sowell Management Services 3 years, 2 months Dec 2016 - Present
    Concert Wealth Management, Inc. 2 years, 9 months Jun 2014 - Mar 2017
    Symetra Investment Service, Inc. 10 years, 12 months Mar 2009 - Present

    Designations & Memberships

    Membership information not available

    Articles and Answers

    Insights by Joseph Latour

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    Answers

    Ask a financial questionAsk a question
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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      2
    • as of date
      Mar 13, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      3
    • as of date
      Mar 13, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Sowell Management Services

    Last updated on Jan. 27, 2020
      • $2.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 9K
        Accounts
      • $207.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees