Miki
Morrow

Sowell Management

CRD#1963466
Investment Advisor
in North Little Rock, AR

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About this Advisor

Miki Morrow is a financial advisor working out of North Little Rock, Arkansas, who has been in the advisory business for 10 years. Morrow currently works for Sowell Management. Throughout their career, Morrow has worked at Hart Chandler & Assoc, Vsr Financial Services Inc, Hogan Taylor Llp, Mclarty Companies, Summit Financial Group Inc and Sowell Management Services. Morrow maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Arkansas. Sowell Management is an advisory company that has its headquarters in North Little Rock, Arkansas. The investment advisory business has offices in 49 locations and a total of 161 financial advisors. It controls $2 billion in assets under management across its 10,321 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to seven charitable organizations. Of its 10,321 client accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets. Sowell Management has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services are provided. However, fees billed by Sowell Management likely are comprised 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

Miki Morrow Work History

Miki has 10 years of experience.

2017 - Present (4 years)

Sowell Management Services

2016 - 2016 (< 1 year)

Vsr Financial Services Inc

2016 - 2017 (1 year)

Summit Financial Group Inc

2014 - 2016 (2 years)

Hogan Taylor Llp

2013 - 2014 (1 year)

Mclarty Companies

2010 - 2012 (2 years)

Hart Chandler & Assoc

Disclosures

Miki Morrow has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Hannah Kennedy
Springdale, AR
Marilyn Evans
Albuquerque, NM
Dawn Santoriello
North Little Rock, AR
Matthew Mcmahon
Flagstaff, AZ
Miki Morrow
North Little Rock, AR
Keith Krueger
North Little Rock, AR
Jessica Poynter
Little Rock, AR
Samuel Kornstein
Boston, MA

This content was 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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