Leslie
Ferrone
Sowell Management
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About this Advisor
Leslie Ferrone is a financial advisor based in Watkinsville, Georgia, working with Sowell Management. Leslie has previously held positions at Concert Wealth Management, Dinosaur Securities LLC, and Sowel Financial Services, LLC. Leslie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Leslie is part of Sowell Management, which operates out of Watkinsville, Georgia. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$3,329,402,135
157
13,257
$251,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Leslie Ferrone Work History
Sowel Financial Services, LLC
Dinosaur Securities LLC
Concert Wealth Management
Disclosures
Please visit the SEC profile of Leslie Ferrone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sowell Management
Houston, TX
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Gig Harbor, WA
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Marlton, NJ
Cayucos, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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