Latavius Powell
Latavius Powell is a registered investment advisor at Csg Wealth Management, based in McDonough, GA, with 19 years of industry experience. Latavius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Location
McDonough, GA
Get directionsHistory
Regulatory History (1)
Regulatory
July 2018Other Business ActivitiesSells Insurance
Latavius holds a real estate license and is involved with a film production company and a trucking company, each requiring minimal time. He previously held an insurance license and may offer disability insurance in the future, but is not currently active in this area.
Employment History
Current Registrations
Csg Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations2 states
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.