Chris
Clark

Sowell Management

CRD#6980015
Investment Advisor
in North Little Rock, AR

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About this Advisor

Chris Clark is a financial advisor working in North Little Rock, Arkansas, who has been in the industry for 10 years. Clark is an employee of Sowell Management. Their career trajectory has included roles at Arkadelphia High School, Camp Winnamocka, Ouachita Baptist University, Coulson Oil Company, Aon and Sowell Management Services. Clark holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Arkansas. Sowell Management is a financial advisory firm that has its headquarters in North Little Rock, Arkansas. It has offices in 49 locations and a total of 161 employees. It handles $2 billion in assets between its 10,321 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 10,321 client accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets available to invest. Sowell Management has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on which service is provided. However, fee types billed by Sowell Management can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

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

Disclosures

No

Office Location

5320 Northshore Drive
North Little Rock, AR 72118

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

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

161

AR Average: 42
Total Number of Accounts

10,321

AR Average: 1,714
Average Account Size

$210,820

AR Average: $513,539

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Investment Advisory Services

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

Chris Clark Work History

Chris has 10 years of experience.

2018 - Present (4 years)

Sowell Management Services

2017 - 2017 (< 1 year)

Aon

2016 - 2016 (< 1 year)

Coulson Oil Company

2014 - 2018 (4 years)

Ouachita Baptist University

2012 - 2015 (3 years)

Camp Winnamocka

2010 - 2014 (4 years)

Arkadelphia High School

Disclosures

Chris Clark has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Lewis Partridge
Benton, AR
John Gathright
Little Rock, AR
Jessica Poynter
Little Rock, AR
John Deshaw
North Little Rock, AR
Matthew Mcmahon
Flagstaff, AZ
Matthew Reakus
Marlton, NJ
Chris Clark
North Little Rock, AR
Samuel Kornstein
Boston, MA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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