Keith
Reagan
Sowell Management
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About this Advisor
Keith Reagan is a financial advisor based in Williamsburg, Virginia, working with Sowell Management. Keith has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Prospera Financial Services, Inc, and Sowell Management. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Keith is part of Sowell Management, which operates out of Williamsburg, Virginia. 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 the 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
Keith Reagan Work History
Sowell Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Prospera Financial Services, Inc
Disclosures
Please visit the SEC profile of Keith Reagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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