Lewis
Partridge

Sowell Management

CRD#2533907
Investment Advisor
in Benton, AR

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About this Advisor

Lewis Partridge is a financial advisor working out of Benton, Arkansas, who has 10 years of professional experience. Partridge is currently employed by Sowell Management. Throughout their career, they have worked at Summit Brokerage Services, Inc, Summit Financial Group Inc, Veritas Independent Partners, Vsr Financial Services, Inc, Vsr Advisory Services, Inc and Sowell Management Services. Partridge maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas and Louisiana. Sowell Management is a company headquartered in Benton, Arkansas. It has offices in 49 locations and a total of 161 advisors. It administers $2 billion in assets between its 10,321 accounts, placing it among the biggest firms in the country by assets under management. The firm serves seven charitable organizations. Of its 10,321 client accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules vary depending on which services are provided. Fees billed by Sowell Management likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

147 S. Market Street
Benton, AR 72015

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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

Lewis Partridge Work History

Lewis has 10 years of experience.

2019 - Present (3 years)

Veritas Independent Partners

2017 - Present (5 years)

Sowell Management Services

2016 - 2017 (1 year)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Summit Financial Group Inc

2010 - 2016 (6 years)

Vsr Financial Services, Inc

2010 - 2016 (6 years)

Vsr Advisory Services, Inc

Disclosures

Lewis Partridge has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Henry Sanders
Little Rock, AR
Stanley Rapert
North Little Rock, AR
Keith Krueger
North Little Rock, AR
John Gathright
Little Rock, AR
John Deshaw
North Little Rock, AR
Hannah Kennedy
Springdale, AR
Brady Buskirk
Gig Harbor, WA
Marilyn Evans
Albuquerque, NM

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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