Eric
Billimoria
Sowell Management
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About this Advisor
Eric Billimoria is a certified financial planner who works out of Schaumburg, Illinois, who has 7 years of industry experience. Billimoria is on the advisory team at Sowell Management. The advisor has gained experience at Sowell Financial Services, LLC and Concert Wealth Management, Inc. Billimoria has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Sowell Management is a business headquartered in North Little Rock, AR. It has offices in 55 locations and a total of 122 people on staff. It administers $3 billion in assets under management across 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 associated with high-net-worth investors who have greater than $1 million in investable assets. Sowell Management offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which services are offered. Fee types charged by Sowell Management most likely include any 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
Eric Billimoria Work History
Eric has been registered as a financial advisor for 7 years.*
Sowell Financial Services, LLC
Concert Wealth Management, 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 Eric Billimoria 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
Woodridge, IL
Houston, TX
Chattanooga, TN
Schaumburg, 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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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.
