Stanley
Rapert

Sowell Management

CRD#3097983
Investment Advisor
in North Little Rock, AR

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About this Advisor

Stanley Rapert is a financial advisor working in North Little Rock, Arkansas, who has 10 years of professional experience. Rapert is an advisor for Sowell Management. During their career, the advisor has held roles at Proequities Inc, Providence Financial Group Inc, Sowell Management, Providence Insurance Agency, Arkansas State Senator and Proequities, Inc. Rapert has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can serve investors in Arkansas. Sowell Management is a financial advisory business that has its headquarters in North Little Rock, Arkansas. The company has offices in 49 locations and a total of 161 employees. It oversees $2 billion in total assets across its 10,321 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 10,321 accounts, just 9% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on which services are offered. Fee types billed by Sowell Management may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

Stanley Rapert Work History

Stanley has 10 years of experience.

2020 - Present (1 year)

Sowell Management

2020 - Present (1 year)

Providence Insurance Agency

2011 - Present (10 years)

Arkansas State Senator

2010 - Present (11 years)

Providence Financial Group Inc

2018 - 2018 (< 1 year)

Proequities Inc

2010 - 2016 (6 years)

Proequities, Inc

Disclosures

Stanley Rapert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Stanley Rapert
North Little Rock, AR
John Gathright
Little Rock, AR
Miki Morrow
North Little Rock, AR
Chris Clark
North Little Rock, AR
Marilyn Evans
Albuquerque, NM
Matthew Mcmahon
Flagstaff, AZ
Samuel Kornstein
Boston, MA
Dawn Santoriello
North Little Rock, AR

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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