Lewis
Partridge
Sowell Management
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sowell Management Brokerage Details
$2,175,877,943
161
10,321
$210,820
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Veritas Independent Partners
Sowell Management Services
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Financial Services, Inc
Vsr Advisory Services, Inc
Disclosures
Lewis Partridge has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Sowell Management
Little Rock, AR
North Little Rock, AR
North Little Rock, AR
Little Rock, AR
North Little Rock, AR
Springdale, AR
Gig Harbor, WA
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.