Advisor at Sowell Management
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Firm
Sowell Management
Location
Williamsburg, VA 23188
Credentials
Series 63, Series 65
Industry experience
33 years
Keith Reagan Sr. is a financial advisor with Sowell Management in Williamsburg, VA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 12 years and has been associated with Merrill for over two decades. Outside of finance, he owns a film and video production business specializing in weddings and corporate events. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and access to various third-party managers and platforms.
Based on Sowell Management
Based on Sowell Management
Fixed fees for financial planning up to $10,000; subscription fees generally $50 to $200 per month for self-directed planning tools
Commissions may be earned by certain registered representatives for securities and insurance products; commissions may exceed advisory fees
Hourly fees for consulting from $150 to $500, depending on complexity and professional
Subscription self-directed financial planning tools generally $50 to $200 per month
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household Fee-only: Fixed fees up to $10,000 for financial planning; hourly fees $150 to $500 for consulting
4801 Courthouse Street, Ste 129
Williamsburg, VA 23188
Virginia
Sowell Management
2021 - Present (5 years)
Prospera Financial Services, inc.
2009 - 2021 (12 years)
Merrill
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Williamsburg, VA
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CFP®, Series 63, Series 65
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Blue Rock Financial Services, Inc.
Series 65
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B Hive Financial, LLC
Series 65
Williamsburg, VA
Histor Investing, LLC
CFP®, Series 63
Williamsburg, VA
Ultimate Retirement Products, Inc.
Series 63, Series 65
Williamsburg, VA
Vertical Wealth Management
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