Eric
Harley

Sowell Management

CRD#4193614
Investment Advisor
in Indianapolis, IN

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About this Advisor

Eric Harley is a financial advisor based in Indianapolis, Indiana, working with Sowell Management. Eric has previously held positions at Transamerica Financial Advisors, Inc, Signator Investors, Inc, International Assets Advisory, LLC, Sowell Management, Purshe Kaplan Sterling Investments, Inc, and Concert Wealth Management, Inc. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Eric is part of Sowell Management, which operates out of Indianapolis, Indiana. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

3021 E 98Th St. Suite 110
Indianapolis, IN 46280

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Sowell Management Brokerage Details

Total Assets Under Management

$3,329,402,135

IN Average: $880,205,985
Total Number of Employees

157

IN Average: 42
Total Number of Accounts

13,257

IN Average: 1,714
Average Account Size

$251,143

IN Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Eric Harley Work History

2016 - Present (9 years)

Sowell Management

2017 - 2023 (6 years)

Purshe Kaplan Sterling Investments, Inc

2016 - 2016 (< 1 year)

Signator Investors, Inc

2016 - 2016 (< 1 year)

International Assets Advisory, LLC

2016 - 2017 (1 year)

Concert Wealth Management, Inc

2003 - 2016 (13 years)

Transamerica Financial Advisors, Inc

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Disclosures

Please visit the SEC profile of Eric Harley 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

John Mcmanus
Cayucos, CA
Miki Morrow
North Little Rock, AR
Matthew Reakus
Marlton, NJ
George Bonney
Gig Harbor, WA
Ramie Khalil
North Little Rock, AR
Maryanna Braun
Houston, TX
Patrick Norfleet
Houston, TX
Marty Paul
Gig Harbor, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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