Lori
Hall
Sowell Management
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About this Advisor
Lori Hall is a financial advisor working in Woodridge, Illinois with a total of 7 years of relevant experience. Hall is an employee of Sowell Management. Throughout their career, they have worked at Concert Wealth Management Inc, Dinosaur Securities LLC and Sowell Financial Services, LLC. Hall maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Sowell Management is an advisory business headquartered in North Little Rock, AR. The company has offices in 55 locations and a total of 122 employees. It manages $3 billion in assets under management among its 12,450 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 12,450 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. Fees 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
Lori Hall Work History
Lori has been registered as a financial advisor for 7 years.*
Sowell Financial Services, LLC
Dinosaur Securities 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 Lori Hall 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
Minneapolis, MN
Marlton, NJ
Gig Harbor, WA
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.
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