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Latavius Powell

Advisor at CSG Wealth Management

Updated today

Firm

CSG Wealth Management

Location

Mc Donough, GA

Credentials

Series 63, Series 65

Industry experience

19 years

About

Latavius Powell is a financial advisor at CSG Wealth Management with 19 years of industry experience. He has held Series 63 and Series 65 licenses and has led CSG Wealth Management since 2010. Outside of advising, Powell holds a real estate license and is involved in a film production company and a trucking business, each requiring limited time monthly. CSG Wealth Management primarily serves professional athletes and high-net-worth individuals, providing financial planning, consulting, and portfolio management. The firm uses a value-oriented investment approach that blends fundamental and technical analysis and offers tailored financial plans and investment recommendations.

Client services

Based on CSG Wealth Management

Financial planning Portfolio management Consulting services

Expertise

Based on CSG Wealth Management

Debt management Cash flow / budgeting

Occupation focus

Based on CSG Wealth Management

Professional Athlete

Fee options

Fixed

Financial planning fixed fee minimum $500, negotiable based on complexity.

Percentage

$0 - $999,999: 1.25% $1,000,000+: 1.00%

Project-based

$125/hour for additional consulting; $250/hour for financial planning upon termination if not yet paid.

Other

Account minimum: $250,000

Location

Mc Donough, GA

Most active in

Georgia · Texas

Work history

CSG Wealth Management, LLC

2010 - Present (16 years)

Disclosures

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

Business activities & affiliations

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Kevin W

Series 63, Series 65, Series 66

Mc Donough, GA

GAMSG Financial Advisors LLC

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Douglas O

Series 65

Mcdonough, GA

Andvari Associates LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Income planning
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Justin F

Series 63, Series 66

Jonesboro, GA

Capital and Planning, LLC

Private / alternative investments Real estate investing Wealth management
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Michael E

CFP®, Series 63, Series 65

Jonesboro, GA

Capital and Planning, LLC

Private / alternative investments Real estate investing Wealth management

Brian S

CFP®, ChFC®, RICP®

Mcdonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)
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