Joseph Latour
Joseph Latour is a registered investment advisor at Sowell Management, based in North Little Rock, AR, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,572 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sowell Management charges an annual fee based on the value of your portfolio. This fee can be up to 2.5% per year, but the exact amount depends on the size and composition of your portfolio, the services you receive, and the specific investment advisor representative you work with. Fees are typically charged in advance, but can also be billed after the fact. The fee may be negotiable.
Location
5320 Northshore Drive, North Little Rock, AR, 72118
Get directionsHistory
Regulatory History (2)
Regulatory
October 2006Customer Dispute
November 2003Other 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
Previous Registrations
Concert Wealth Management
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Essex National Securities, INC.Broker
PNC InvestmentsBroker
PNC Investments
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Tucker Anthony IncorporatedBroker
First Union Brokerage Services, INC.Broker
Fleet Enterprises, INC.Broker
Mds Securities IncorporatedBroker
Natwest Investor Services CorporationBroker
C. J. M. Planning CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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.