Scott
Christie

Sowell Management

CRD#1286242
Investment Advisor
in North Little Rock, AR

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About this Advisor

Scott Christie is a chartered financial consultant operating in North Little Rock, Arkansas with a total of 7 years of relevant experience. Christie is an employee of Sowell Management. During their career, the advisor has held roles at Concert Wealth Management, Inc, Sowell Financial Services, LLC, Tcg Advisors, Lp, Sowell Management and North Star Wealth Management, LLC. Christie has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in Arizona. Sowell Management is a registered investment firm headquartered in North Little Rock, AR. The company has offices in 55 locations and a total of 122 advisors. It controls $3 billion in assets across its 12,450 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 12,450 accounts, just 4% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on the financial services offered. Fees charged by Sowell Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

7 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

Office Location

5320 Northshore Drive
North Little Rock, AR 72118

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Sowell Management Brokerage Details

Total Assets Under Management

$2,809,119,381

AR Average: $880,205,985
Total Number of Employees

122

AR Average: 42
Total Number of Accounts

12,450

AR Average: 1,714
Average Account Size

$225,632

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Scott Christie Work History

Scott has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Sowell Management

2012 - Present (12 years)

North Star Wealth Management, LLC

2017 - 2019 (2 years)

Tcg Advisors, Lp

2016 - 2017 (1 year)

Sowell Financial Services, LLC

2012 - 2016 (4 years)

Concert Wealth Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Christie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sowell Management

Stephen Carter
Houston, TX
Jessica Poynter
Little Rock, AR
Miki Morrow
North Little Rock, AR
Larry Mccorkell
North Little Rock, AR
Scott Christie
North Little Rock, AR
Brian Buskirk
Gig Harbor, WA
Eric Billimoria
Schaumburg, IL
Micah Gibson
Rogers, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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

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