Sowell Management

Sowell Management (CRD# 127145) is a financial advisory firm headquartered in North Little Rock, AR. They manage $3,329,402,135 in 13,257 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,329
    MILLION
  • Total Number of Accounts
    13,257
    ACCOUNTS
  • Average Account Value
    $251,143
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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sowell Management
Showing 31 - 40 of 79 top financial advisors.
31
Ramie Khalil
CRD#: 7066313
5320 Northshore Drive, North Little Rock, AR 72118

Ramie Khalil (CRD# 7066313) is an Investment Advisor Representative working at Sowell Management in North Little Rock, AR and has over 5 years of experience in the finance industry.

32
Terry P. Kolkmann
CRD#: 1036575
Tulsa, OK

Terry Kolkmann (CRD# 1036575) is an Investment Advisor Representative working at Sowell Management in Tulsa, OK and has over 42 years of experience in the finance industry.

33
Samuel H. Kornstein
CRD#: 6041610
5320 Northshore Drive, North Little Rock, AR 72118

Samuel Kornstein (CRD# 6041610) is an Investment Advisor Representative working at Sowell Management in North Little Rock, AR and has 1 year of experience in the finance industry.

34
Rodney Kresge
CRD#: 2611596
5320 Northshore Drive, North Little Rock, AR 72118

Rodney Kresge (CRD# 2611596) is an Investment Advisor Representative working at Sowell Management in North Little Rock, AR and has over 28 years of experience in the finance industry.

35
Carol K. Lampe
CRD#: 860299
5320 Northshore Drive, North Little Rock, AR 72118

Carol Lampe (CRD# 860299) is an Investment Advisor Representative working at Sowell Management in North Little Rock, AR and has over 31 years of experience in the finance industry.

36
Joseph M. Latour
CRD#: 2070716
5320 Northshore Drive, North Little Rock, AR 72118

Joseph Latour (CRD# 2070716) is an Investment Advisor Representative working at Sowell Management in North Little Rock, AR and has over 26 years of experience in the finance industry.

37
Dianne M. Lutz
CRD#: 1655508
737 Fritztown Road, Sinking Spring, PA 19608

Dianne Lutz (CRD# 1655508) is an Investment Advisor Representative working at Sowell Management in Sinking Spring, PA and has over 35 years of experience in the finance industry.

38
Christopher J. Mason
CRD#: 4120314
7760 France Avenue South, 11th Floor, Bloomington, MN 55437

Christopher Mason (CRD# 4120314) is an Investment Advisor Representative working at Sowell Management in Bloomington, MN and has over 24 years of experience in the finance industry.

39
Matthew P. McCoy
CRD#: 4855742
5320 Northshore Drive, North Little Rock, AR 72118

Matthew McCoy (CRD# 4855742) is an Investment Advisor Representative working at Sowell Management in North Little Rock, AR and has over 19 years of experience in the finance industry.

40
Tonya L. McKaughan
CRD#: 2229397
5320 Northshore Drive, North Little Rock, AR 72118

Tonya McKaughan (CRD# 2229397) is an Investment Advisor Representative working at Sowell Management in North Little Rock, AR and has over 26 years of experience in the finance industry.

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