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Joseph M Latour

Sowell Management

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About Joseph M Latour

Joseph M Latour is an Investment Advisor Representative at Sowell Management Services. Joseph M Latour has been working in the financial services industry since 1990. Joseph M Latour has a series 7, series 6, series 63 and series 65 licenses. Joseph M Latour has previously worked at Signator Financial Services, Inc., AIG Retirement Advisors, Inc., Essex National Securities, Inc., PNC Investments, Banc of America Investment Services, Inc., Quick & Reilly, Inc., Tucker Anthony Incorporated, First Union Brokerage Services, Inc., Fleet Enterprises, Inc., MDS Securities Incorporated, NatWest Investor Services Corporation, C. J. M. Planning Corp., Pruco Securities Corporation, and The Prudential Insurance Company of America.

Firm Information

Joseph Latour is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Latour’s Registration & Firm History

AR

12/21/2016 - Present

Sowell Management (NORTH LITTLE ROCK AR)

GA

03/17/2009 - 06/05/2014

SIGNATOR FINANCIAL SERVICES, INC. (CUMMING GA)

TX

04/19/2006 - 03/12/2009

AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)

NJ

10/14/2005 - 04/11/2006

ESSEX NATIONAL SECURITIES, INC. (GLOUCESTER NJ)

PA

11/24/2004 - 06/28/2005

PNC INVESTMENTS (PITTSBURGH PA)

MA

10/20/2004 - 11/26/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

11/05/2001 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

MA

09/22/1999 - 11/09/2001

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NC

02/26/1997 - 09/17/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

11/27/1995 - 02/25/1997

FLEET ENTERPRISES, INC. (NEW YORK NY)

IN

03/15/1995 - 11/27/1995

MDS SECURITIES INCORPORATED (CARMEL IN)

NY

08/21/1992 - 03/09/1995

NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

02/28/1991 - 08/14/1992

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

NJ

06/28/1990 - 12/20/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/28/1990 - 12/20/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 08/27/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/1994

Series 7 - General Securities Representative Examination

BC

Issued 06/27/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph M Latour. Review regulatory record here.
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