Timothy
Poole
Sowell Management
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About this Advisor
Timothy Poole is a financial advisor operating out of Hot Springs National Park, Arkansas who has 3 years of relevant experience. Poole is on the advisory team at Sowell Management. Their career trajectory has included roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Sowell Management, Apex Asset Advisors and Merrill Lynch, Pierce, Fenner & Smith Inc. Poole holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Arkansas. Sowell Management is a firm based in North Little Rock, AR. The company has offices in 55 locations and a total of 122 financial advisors. It oversees $3 billion in assets under management across its 12,450 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 12,450 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Sowell Management can include some blend 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
Timothy Poole Work History
Timothy has been registered as a financial advisor for 3 years.*
Sowell Management
Apex Asset Advisors
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith 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 Timothy Poole 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
Houston, TX
North Little Rock, AR
North Little Rock, AR
Chattanooga, TN
Roseville, CA
North Little Rock, AR
Marlton, NJ
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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