Latavius Powell

CSG WEALTH MANAGEMENT

McDonough, GA

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CRD#: 5074848

Professional summary

Latavius Powell is a registered financial advisor currently at CSG WEALTH MANAGEMENT located in Mcdonough, Georgia.

Latavius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Latavius has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) REAL ESTATE LICNESE - POWELL HAS A REAL ESTATE LICENSE TO OFFER/ENGAGE IN REAL ESTATE ACTIVITY. DEVOTES LESS THAN 10 HRS/MO TO ACTIVITY 2) CONSCIOUS FILM PRODUCTIONS - WYOMING BASED FILM PRODUCTION COMPANY. DEVOTES LESS THAN 10 HRS/MO TO ACTIVITY 3) CONSCIOUS LOGISTICS - MCDONOUGH, GA TRUCKING COMPANY. DEVOTES LESS THAN 10 HRS/MO TO ACTIVITY 4 INSURANCE LICENSE - POWELL HAS PREVIOUSLY HAD AN INSURANCE LICENSE. WHEN ACTIVATED, HE WILL BE ABLE TO OFFER DISABILITY INSURANCE. DOES NOT CURRENTLY DEVOTE TIME TO THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Latavius Powell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 22, 2010 - Present

CSG WEALTH MANAGEMENT

RIA

CRD#: 153482

McDonough, GA

Past

May 14, 2008 - January 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

February 15, 2008 - January 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

January 30, 2006 - February 1, 2008

EDWARD JONES

CRD#: 250

MCDONOUGH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/22/2010)

IAR

Texas
(8/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/10/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/27/2006

General Securities Representative Examination

Current Firm

CSG WEALTH MANAGEMENT

CSG WEALTH MANAGEMENT | SPORTS ADVISORY GROUP | CSG WEALTH MANAGEMENT, LLC

CRD#: 153482 / SEC#:

Georgia

Registered Investment Advisory firm - (4/22/2010 Approved)

Texas

Registered Investment Advisory firm - (8/4/2020 Conditional Restricted)

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Contact information

Main Address

Mcdonough, GA

Mailing Address

Phone number

(404) 645-2006

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Latavius Powell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Latavius Powell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSG WEALTH MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2008

Series 63

Date: 4/10/2006

Series 7

Date: 1/27/2006

Current Firm

CSG WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

CSG WEALTH MANAGEMENT

TRUST BUT VERIFY

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