Sowell Management Services

Sowell Management Services (CRD# 127145) is a financial advisory firm headquartered in North Little Rock, AR. They manage $1,138,170,963 in 6,019 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,138
    MILLION
  • Total Number of Accounts
    6,019
    ACCOUNTS
  • Average Account Value
    $189,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA, WV

Financial Advisors at Sowell Management Services
Showing 1 - 10 of 51 top financial advisors.
1
Eric F. Billimoria
CRD#: 5974121
7301 River Pointe Drive, North Little Rock, AR 72113
96
Wealthminder
score

Eric Billimoria (CRD# 5974121) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 5 years of experience in the finance industry. Eric Billimoria has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marilyn L. Evans
CRD#: 1635170
7301 River Pointe Drive, North Little Rock, AR 72113
96
Wealthminder
score

Marilyn Evans (CRD# 1635170) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 19 years of experience in the finance industry. Marilyn Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Colin J. Hughes
CRD#: 5996888
914 N. San Francisco St, Suite S, Flagstaff, AZ 86001
96
Wealthminder
score

Colin Hughes (CRD# 5996888) is an Investment Advisor Representative working at Sowell Management Services in Flagstaff, AZ and has over 6 years of experience in the finance industry. Colin Hughes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas J. Knight
CRD#: 4836836
7301 River Pointe Drive, North Little Rock, AR 72113
96
Wealthminder
score

Thomas Knight (CRD# 4836836) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 12 years of experience in the finance industry. Thomas Knight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Carol K. Lampe
CRD#: 860299
6425 Living Place, 2nd Floor, Pittsburgh, PA 15206
96
Wealthminder
score

Carol Lampe (CRD# 860299) is an Investment Advisor Representative working at Sowell Management Services in Pittsburgh, PA and has over 25 years of experience in the finance industry. Carol Lampe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew P. McCoy
CRD#: 4855742
3001 S. Broad Street, Suite 200, Chattanooga, TN 37408
96
Wealthminder
score

Matthew McCoy (CRD# 4855742) is an Investment Advisor Representative working at Sowell Management Services in Chattanooga, TN and has over 13 years of experience in the finance industry. Matthew McCoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John K. Stophel
CRD#: 3195581
7301 River Pointe Drive, North Little Rock, AR 72113
96
Wealthminder
score

John Stophel (CRD# 3195581) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 18 years of experience in the finance industry. John Stophel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ronald J. Barton
CRD#: 2191276
3312 Rosedale Street, Nw Suite 201, Gig Harbor, WA 98335
93
Wealthminder
score

Ronald Barton (CRD# 2191276) is an Investment Advisor Representative working at Sowell Management Services in Gig Harbor, WA and has over 26 years of experience in the finance industry.

9
Philip W. Bodine
CRD#: 2423204
4168 Douglas Blvd, Suite 200, Granite Bay, CA 95746
93
Wealthminder
score

Philip Bodine (CRD# 2423204) is an Investment Advisor Representative working at Sowell Management Services in Granite Bay, CA and has over 24 years of experience in the finance industry.

10
George W. Bonney
CRD#: 1362160
3312 Rosedal Street Nw, Suite 201, Gig Harbor, WA 98335
93
Wealthminder
score

George Bonney (CRD# 1362160) is an Investment Advisor Representative working at Sowell Management Services in Gig Harbor, WA and has over 32 years of experience in the finance industry.

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