Eric
Flaten
Sowell Management
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About this Advisor
Eric Flaten is a financial advisor based in North Little Rock, Arkansas, working with Sowell Management. Eric has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Concert Wealth Management, Inc, Capital Guardian, LLC, International Assets Advisory, LLC, and Sowell Management. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Eric 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
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
Eric Flaten Work History
Sowell Management
Morgan Stanley Private Bank, National Association
Concert Wealth Management, Inc
Capital Guardian, LLC
International Assets Advisory, LLC
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Eric Flaten 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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North Little Rock, AR
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