Latavius Powell
Advisor at CSG Wealth Management — Mc Donough, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
McDonough, GA
CSG Wealth Management
Independent
Total advisors
1Clients per advisor
17 TypicalAvg AUM per client
$0 Very LowHNW client ratio
0% LowLatavius Powell is the sole advisor at CSG Wealth Management in McDonough, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led CSG Wealth Management since 2010. Outside of advising, he holds a real estate license and is involved in a Wyoming-based film production company as well as a local trucking business. CSG Wealth Management serves a small client base primarily composed of professional athletes, offering consulting, written financial planning, and investment management services. The firm employs a value-oriented investment approach, using both fundamental and technical analysis with portfolios tailored to client objectives.
Based on CSG Wealth Management
Minimum $500 fixed fee for financial planning, negotiable based on complexity
$0 - $999,999: 1.25% $1,000,000+: 1.00%
$125/hour for consulting services if additional time is needed; $250/hour for financial planning upon termination if applicable
Account minimum: $250,000
Mc Donough, GA
Mc Donough GA
Advisors at this office
1
Georgia · Texas
20 years of industry experience
CSG Wealth Management, LLC
2010 - Present • 16 years
McDonough, GA
Merrill
2008 - 2010 • 2 years
Atlanta, GA
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A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
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Lawyer
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Real estate agent
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