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Joseph Latour

Sowell Management
35 Years of Experience
Alpharetta, GA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Joseph Latour is a registered investment advisor at Sowell Management, based in Alpharetta, GA, with 35 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.

Sowell Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
6,624 clients
Average Client Portfolio
$726K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Alpharetta, GA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2006
Final
Customer Dispute
November 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is an owner/agent selling fixed and immediate annuities since 2009, dedicating about a quarter of his time. He also sells life, health, disability, travel, Medicare Advantage, Medicare Supplement, and long-term care insurance products and services, also dedicating about a quarter of his time.

Employment History
Current Registrations
Sowell Management
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
Concert Wealth Management
June 2014 - April 2017 · 2 yrs 10 mos
Signator Financial Services, INC.
April 2009 - June 2014 · 5 yrs 2 mos
Signator Financial Services, INC.Broker
March 2009 - June 2014 · 5 yrs 3 mos
Aig Retirement Advisors, INC.
April 2006 - March 2009 · 2 yrs 11 mos
Aig Retirement Advisors, INC.Broker
April 2006 - March 2009 · 2 yrs 11 mos
Essex National Securities, INC.Broker
October 2005 - April 2006 · 6 mos
PNC InvestmentsBroker
November 2004 - June 2005 · 7 mos
PNC Investments
November 2004 - June 2005 · 7 mos
Banc of America Investment Services, INC.
October 2004 - November 2004 · 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - November 2004 · 1 mo
Quick & Reilly, INC.
November 2002 - October 2004 · 1 yr 11 mos
Quick & Reilly, INC.Broker
November 2001 - October 2004 · 2 yrs 11 mos
Tucker Anthony IncorporatedBroker
September 1999 - November 2001 · 2 yrs 2 mos
First Union Brokerage Services, INC.Broker
February 1997 - September 1999 · 2 yrs 7 mos
Fleet Enterprises, INC.Broker
November 1995 - February 1997 · 1 yr 3 mos
Mds Securities IncorporatedBroker
March 1995 - November 1995 · 8 mos
Natwest Investor Services CorporationBroker
August 1992 - March 1995 · 2 yrs 7 mos
C. J. M. Planning CORP.Broker
February 1991 - August 1992 · 1 yr 6 mos
Pruco Securities CorporationBroker
June 1990 - December 1990 · 6 mos
The Prudential Insurance Company of AmericaBroker
June 1990 - December 1990 · 6 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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