Larry Gill
Larry Gill is a registered investment advisor at Sowell Management, based in Shawnee, OK, with 46 years of industry experience. Larry 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
23 East 9th Street, Suite 221, Shawnee, OK, 74801
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Larry is a board member of Shawnee Tubing Real Estate, LLC, and was involved with Shawnee Tubing Solutions, LLC. He is also a licensed insurance producer since 1985 and uses Clinton Wealth Management, LLC to market insurance and financial services.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Private Advisor Group, LLC
Sowell Management
M. S. Howells & CO.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Eneric Financial Services, INC.Broker
Patterson Icenogle, INC.Broker
Nylife Securities INC.Broker
Metro Securities, INC.Broker
Cna Investor Services, INC.Broker
Cna Investor Services, INC.Broker
Cg Equity Sales CompanyBroker
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.