Matthew
Mcmahon
Sowell Management
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About this Advisor
Matthew Mcmahon is a certified financial planner working in Flagstaff, Arizona, who has 5 years of relevant experience. Mcmahon currently works for Sowell Management. During their career, Mcmahon has held roles at Conservative Financial Solutions, Vora Financial Group, Four Peaks Wealth Management, LLC and Sowell Management Services. Mcmahon holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Arizona. Sowell Management is a registered investment business based out of North Little Rock, AR. The firm has offices in 55 locations and a total of 122 people on staff. It administers $3 billion in assets across its 12,450 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 12,450 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Sowell Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$2,809,119,381
122
12,450
$225,632
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Mcmahon Work History
Matthew has been registered as a financial advisor for 5 years.*
Sowell Management Services
Four Peaks Wealth Management, LLC
Conservative Financial Solutions
Vora Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Mcmahon 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
North Little Rock, AR
North Little Rock, AR
Little Rock, AR
North Little Rock, AR
Walnut Creek, CA
Chattanooga, TN
North Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.