Kaitlyn
Laney
Sowell Management
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About this Advisor
Kaitlyn Laney is a financial advisor based in Scottsdale, Arizona, working with Sowell Management. Kaitlyn has previously held positions at Vanguard Marketing Corporation, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Strategic Advisers LLC, Silverhawk Asset Management, LLC, Cwm, LLC, Silverhawk Insurance Services, LLC, and Sowell Management. Kaitlyn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Kaitlyn is part of Sowell Management, which operates out of Scottsdale, Arizona. 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
Kaitlyn Laney Work History
Sowell Management
Cwm, LLC
Silverhawk Insurance Services, LLC
Fidelity Personal And Workplace Advisors
Silverhawk Asset Management, LLC
Fidelity Brokerage Services LLC
Strategic Advisers LLC
Vanguard Marketing Corporation
Disclosures
Please visit the SEC profile of Kaitlyn Laney 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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