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Larry Gill

Advisor at Sowell Management

Updated today

Location

Shawnee, OK 74801

Credentials

Series 63, Series 65

Industry experience

46 years

About

Larry Gill is a financial advisor at Sowell Management with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Private Advisor Group, Clinton Wealth Management, and Cambridge Investment Research. Outside of advising, he serves as a board member for Shawnee Tubing Real Estate, a non-public entity, and has experience providing expert witness testimony related to fixed income annuities. Sowell Management offers investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm supports its independent contractor advisors with portfolio management, financial planning, and ancillary business services, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms.

Client services

Based on Sowell Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Sowell Management

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Tax strategies for small businesses

Occupation focus

Based on Sowell Management

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed financial planning fees up to $10,000.

Percentage

Up to 2.5% per annum (varies depending on portfolio size, services, and advisor)

Commissions

Insurance commissions and brokerage commissions may be earned by certain supervised persons, which may exceed advisory fees.

Project-based

Hourly financial planning fees from $150 to $500 per hour depending on scope and professional.

Subscriptions

Subscription self-directed financial planning tools and assistance generally charged between $50 to $200 per month, fees negotiable.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household. Fee-only: Fixed financial planning fees up to $10,000; hourly financial planning fees $150 to $500 per hour; subscription fees generally $50 to $200 per month.

Location

23 East 9th Street, Suite 221

Shawnee, OK 74801

Most active in

Oklahoma

Work history

Sowell Management

2023 - Present (3 years)

Private Advisor Group, LLC

2021 - 2023 (2 years)

Clinton Wealth Management, LLC

2019 - Present (7 years)

M.S. Howells & Co

2018 - 2019 (1 year)

Sowell Financial Services, Llc Dba Sowell Mgmt. Services, Llc

2018 - 2021 (3 years)

Cambridge investment Research, Inc

2011 - 2018 (7 years)

Cambridge Investment Research Advisors, INC

2011 - 2018 (7 years)

Larry D Gill (Self)

1996 - 2018 (22 years)

Reunion Associates, Inc. dba First Financial Services, LLC

1991 - 2019 (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

William C

Series 65

Shawnee, OK

Sowell Management

William Craig is a financial advisor with Sowell Management, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial industry, he held positions in various companies including Solar Pros and Vivint. He is also involved in insurance sales through Family First Life. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.

Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Tax strategies for small businesses Founder/Business Owner Retired Executive
user avatar

Thomas F

Series 63, Series 65

Newalla, OK

Eagle Strategies (NY Life)

Thomas Fry is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at Eagle Strategies since 2008 and New York Life Insurance Company and Nylife Securities since 2000. Outside of his advisory work, Fry teaches NRA-certified courses on hunting and shooting and volunteers as a hunt guide with the Oklahoma Youth Hunting & Shooting Program. He also serves as a board member of Leaders Achieving Excellence and is involved in disaster relief efforts through the Choctaw Church of Christ. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar

Christopher J

Series 66

Shawnee, OK

Edward Jones

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Austin M

Series 66

Prague, OK

Edward Jones

Austin Mason is a financial advisor with Edward Jones in Prague, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
user avatar

James K

Series 63, Series 65

Shawnee, OK

LPL Financial

James Kautz is a financial advisor with LPL Financial in Shawnee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in non-variable fixed insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Mitchell E

Series 66

Seminole, OK

Edward Jones

Mitchell Enos is a Series 66-registered financial advisor with Edward Jones in Seminole, Oklahoma, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Enos serves as an adjunct instructor and subject matter expert in finance at Seminole State College, where he teaches courses and contributes to curriculum development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a nationwide network of approximately 23,701 financial advisors and reported $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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