Steven
Miller
Sowell Management
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About this Advisor
Steven Miller is a financial advisor who works in North Little Rock, Arkansas with 5 years of relevant experience. Miller currently works for Sowell Management. Over the course of their career, Miller has held roles at Abundance Technologies, Inc, Efficient Advisors, Matson Money, Inc and Sowell Management Services. Miller maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Ohio. Sowell Management is a financial advisory firm operating out of North Little Rock, AR. It has offices in 55 locations and a total of 122 financial advisors. It administers $3 billion in total assets between its 12,450 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 18 charitable organizations. Of its 12,450 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. Fees charged by Sowell Management can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$2,809,119,381
122
12,450
$225,632
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Miller Work History
Steven has been registered as a financial advisor for 5 years.*
Efficient Advisors
Sowell Management Services
Abundance Technologies, Inc
Matson Money, 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 Steven Miller 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
Little Rock, AR
North Little Rock, AR
Houston, TX
North Little Rock, AR
Watkinsville, GA
Schaumburg, IL
Walnut Creek, CA
Woodridge, IL
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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