Stephen
Sanders

Sowell Management

CRD#2802569
Investment Advisor
in Little Rock, AR

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About this Advisor

Stephen Sanders is a financial advisor based out of Little Rock, Arkansas with a total of 5 years of relevant experience. Sanders is currently employed by Sowell Management. Their career trajectory has included roles at Cambridge Investment Research Inc, Cambridge Investment Research Advisors, Inc, M.S. Howells & Co and Sowell Financial Services, LLC Dba Sowell Mgmt. Services, LLC. Sanders maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in Arkansas, Louisiana and Texas. Sowell Management is a firm headquartered in North Little Rock, AR. The firm has offices in 55 locations and a total of 122 employees. It handles $3 billion in total assets among its 12,450 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 12,450 customer accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets. Sowell Management provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services are provided. Fee types billed by Sowell Management can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

1509-B Mart Dr
Little Rock, AR 72202

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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

Stephen Sanders Work History

Stephen has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

M.S. Howells & Co

2018 - Present (6 years)

Sowell Financial Services, LLC Dba Sowell Mgmt. Services, LLC

2013 - 2018 (5 years)

Cambridge Investment Research Advisors, Inc

2012 - 2018 (6 years)

Cambridge Investment Research 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 Stephen Sanders 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
Brian Buskirk
Gig Harbor, WA
Christopher Mason
Minneapolis, MN
Colin Leighton
North Little Rock, AR
John Deshaw
Roseville, CA

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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