Marilyn
Evans

Sowell Management

CRD#1635170
Investment Advisor
in Albuquerque, NM

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About this Advisor

Marilyn Evans is a certified financial planner operating out of Albuquerque, New Mexico, with 10 years of work experience. Evans is an employee of Sowell Management. Their career trajectory has included roles at Wfg Investments Inc, Sowell Management Services and Veritas Independent Partners. Evans has a Series 63 license, which qualifies them as a securities agent, and is approved to work in New Mexico and Texas. Sowell Management is a business that has its headquarters in Albuquerque, New Mexico. It has offices in 49 locations and a total of 161 employees. It handles $2 billion in assets across its 10,321 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 10,321 accounts, just 9% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the type of financial services provided. Fees charged by Sowell Management may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

Disclosures

No

Office Location

6565 Americas Parkway Ne, Suite 200
Albuquerque, NM 87110

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

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

161

NM Average: 42
Total Number of Accounts

10,321

NM Average: 1,714
Average Account Size

$210,820

NM Average: $513,539

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Investment Advisory Services

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

Marilyn Evans Work History

Marilyn has 10 years of experience.

2017 - Present (4 years)

Sowell Management Services

2017 - Present (4 years)

Veritas Independent Partners

2010 - 2017 (7 years)

Wfg Investments Inc

Disclosures

Marilyn Evans has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Stanley Rapert
North Little Rock, AR
John Gathright
Little Rock, AR
Miki Morrow
North Little Rock, AR
Chris Clark
North Little Rock, AR
Marilyn Evans
Albuquerque, NM
Matthew Mcmahon
Flagstaff, AZ
Samuel Kornstein
Boston, MA
Dawn Santoriello
North Little Rock, AR

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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