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Leslie Ferrone

Advisor at Sowell Management — Good Hope, GA

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Good Hope, GA 30641

Sowell Management logo

Sowell Management

Multi-team

Total advisors

101

Across 60 offices

Clients per advisor

62 Typical

Avg AUM per client

$681,786 Typical

HNW client ratio

6% Low

About

Leslie Ferrone is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Sowell in 2016, Ferrone worked at Concert Wealth Management from 2012 to 2016. Additionally, Ferrone is the owner and managing partner of Sapphire Wealth Management, a wealth management firm based in Watkinsville, GA. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions, including customized portfolios and sub-advisory relationships.

Client services

Based on Sowell Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Sowell Management

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning

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Fee options

Fixed

Fixed fees for financial planning up to $10,000.

Percentage

Up to 2.5% per annum, varies depending on portfolio size, composition, services, and IAR discretion

Commissions

Insurance commissions may be earned by supervised persons and can exceed advisory fees; also commissions from broker-dealer activities for certain IARs.

Project-based

Hourly financial planning and consulting fees from $150 to $500 per hour.

Subscriptions

Subscription Self-Directed Financial Planning Tools and Assistance charged between $50 to $200 per month, negotiable.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household, which may cause effective fee rates to be higher for smaller accounts. Fee-only: Financial planning and consulting fees up to $10,000 fixed, and hourly fees from $150 to $500 depending on scope and professional.

Location

See office

Good Hope, GA

208 W Pleasant Valley Rd.

Good Hope GA 30641

Advisors at this office

3

Most active in

Georgia

Work history

28 years of industry experience

Sowel Financial Services, LLC

2016 - Present • 10 years

North Little Rock, AR

Concert Wealth Management

2012 - 2016 • 4 years

San Jose, CA

Merrill

1998 - 2012 • 14 years

Oak Brook, IL

Disclosures

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

Business activities & affiliations

Cecil S

CFP®

Athens, GA

ARCH Financial Planning, LLC

Cecil Staton, CFP®, is the founder of Arch Financial Planning, a fee-only fiduciary firm based in Watkinsville and serving Athens, Oconee County, Monroe, Macon and the Lake Oconee area. Cecil works primarily with retirees and people approaching retirement who have accumulated $1 million or more and want help turning their savings into a reliable, tax-efficient retirement income plan. He helps clients coordinate investment management with retirement-income planning, Roth conversions and withdrawal strategies, Social Security and Medicare decisions, charitable giving, and estate-plan coordination. Every relationship is built around a comprehensive financial plan, without commissions or product sales. Clients work directly with Cecil for ongoing financial planning and investment management. Meetings are available in person at Arch’s Wire Park office or virtually.

General retirement planning General estate planning guidance General tax planning Social Security optimization Retirement withdrawal strategies Retired University Employee Dentist Doctor or Medical Professional Baby Boomers (Born 1946-1964) Approaching retirement Retired
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Dwight L

Series 63, Series 65

Athens, GA

Langley Wealth Management

Dwight Langley is a financial advisor at Langley Wealth Management in Watkinsville, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Vickery Financial Services, Inc. and Vickery Langley Wealth Management. Outside of advisory services, Langley is also an independent life insurance agent. Langley Wealth Management serves individual investors and other client types, focusing on non-discretionary portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation across diversified mutual fund portfolios, periodic rebalancing, and a long-term investment approach, implementing recommendations only with client approval.

Wealth management
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Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

Retirement income strategy Tax-loss harvesting General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Kyle R

Series 65

Athens, GA

TROIKA CAPITAL ADVISORS, LLC

Kyle Roney is a Series 65-credentialed financial advisor with 19 years of industry experience, currently operating as the sole advisor at TROIKA CAPITAL ADVISORS, LLC since 2010. Based in Athens, GA, he focuses on discretionary portfolio management and financial planning. Troika Capital Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and pension or profit-sharing plans. The firm manages approximately $44 million using fundamental analysis and a long-term trading approach, occasionally incorporating options strategies, and emphasizes individualized Investment Policy Statements to document client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Wealth management General retirement planning Charitable giving & philanthropy
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Talbert C

Series 63, Series 65

Athens, GA

Black Lake Capital Corp.

Talbert Cooper is a financial advisor with Black Lake Capital Corp. in Athens, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Black Lake Capital Corp. since 2008. Outside of advisory services, he is involved in private land management for a private holding, which may account for up to 10% of his time. Black Lake Capital is an independent SEC-registered investment adviser managing approximately $17.2 million for individuals, trusts, and limited partnerships. The firm employs a Modern Portfolio Theory-based approach with diversified strategies across equities, fixed income, and options, and provides portfolio management, investment counseling, and financial planning tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Randall C

ChFC®, Series 63

Athens, GA

RChristianFinancial Consultants, LLC "The Clients Fiduciary"

Randall Christian is the owner of RChristian Financial Consultants, LLC and holds the ChFC® designation with 19 years of industry experience. He has been with RChristian Financial Consultants since 2010 and also serves as owner and president of Christian Financial, Inc., a non-investment-related business. Prior to this, he worked at Transamerica Financial Advisors from 2003 to 2006. RChristian Financial serves individual clients, corporations, and retirement plan sponsors by providing discretionary asset management, comprehensive financial planning, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with portfolio construction focused on long-term buy-and-hold strategies, income, and growth objectives, while offering flexible trading to meet client goals.

Wealth management College savings (529s, UTMA, etc.) Long-term care insurance Disability insurance Founder/Business Owner
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