Carl
Irico

Sowell Management

CRD#1467494
Investment Advisor
in North Little Rock, AR

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About this Advisor

Carl Irico is a financial advisor based in North Little Rock, Arkansas, working with Sowell Management. Carl has previously held positions at Riversource Life Insurance Co, Ameriprise Financial Services, Inc, Transparent Wealth Partners LLC, and Sowell Management. Carl has passed the Series 63 regulatory exam and is registered to provide services in Arkansas. Currently, Carl is part of Sowell Management, which operates out of North Little Rock, Arkansas. 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

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5320 Northshore Drive
North Little Rock, AR 72118

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Sowell Management Brokerage Details

Total Assets Under Management

$3,329,402,135

AR Average: $880,205,985
Total Number of Employees

157

AR Average: 42
Total Number of Accounts

13,257

AR Average: 1,714
Average Account Size

$251,143

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Carl Irico Work History

2022 - Present (2 years)

Sowell Management

2020 - 2021 (1 year)

Transparent Wealth Partners LLC

2005 - 2020 (15 years)

Ameriprise Financial Services, Inc

1986 - 2020 (34 years)

Riversource Life Insurance Co

Disclosures

Please visit the SEC profile of Carl Irico 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

Ramie Khalil
North Little Rock, AR
George Bonney
Gig Harbor, WA
Miki Morrow
North Little Rock, AR
Daryl Seaton
North Little Rock, AR
Patrick Norfleet
Houston, TX
Brian Randall
North Little Rock, AR
Noah Ozgo
North Little Rock, AR
Maryanna Braun
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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