Lewis
Partridge
Sowell Management
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Sowell Management Brokerage Details

$2,175,877,943

161

10,321

$210,820

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