William
Sowell

Sowell Management

CRD#2131557
Investment Advisor
in North Little Rock, AR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Sowell is a financial advisor working in North Little Rock, Arkansas who has 13 years of relevant experience. Sowell is on the advisory team at Sowell Management. They have spent their whole career at Sowell Management. Sowell has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Arkansas and Texas. Sowell Management is an advisory firm that has its headquarters in North Little Rock, AR. It has offices in 55 locations and a total of 122 financial advisors. It has $3 billion in total assets among its 12,450 accounts, placing it among the largest firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 12,450 accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based 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*

13 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

William Sowell Work History

William has been registered as a financial advisor for 13 years.*

2001 - Present (23 years)

Sowell Financial Services, LLC

*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 William Sowell 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

Jessica Poynter
Little Rock, AR
Larry Mccorkell
North Little Rock, AR
Miki Morrow
North Little Rock, AR
Stephen Carter
Houston, TX
Matthew Mccoy
Chattanooga, TN
Stephen Sanders
Little Rock, AR
Christopher Mason
Minneapolis, MN
Ryan Jennings
North Little Rock, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started