Robert
Clinton

Sowell Management

CRD#1016509
Investment Advisor
in Norman, OK

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About this Advisor

Robert Clinton is a financial advisor based in Norman, Oklahoma, working with Sowell Management. Robert has previously held positions at Barnum & Clinton Pllc, Robert M. Clinton Cpa, Sowell Management Services, Lpl Financial LLC, Great Valley Advisor Group, Inc, Clinton Wealth Management LLC, Private Advisor Group, LLC, and Sowell Management. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Robert is part of Sowell Management, which operates out of Norman, Oklahoma. 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 the selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

1011 24Th Ave. Nw
Norman, OK 73069

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Sowell Management Brokerage Details

Total Assets Under Management

$3,329,402,135

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

157

OK Average: 42
Total Number of Accounts

13,257

OK Average: 1,714
Average Account Size

$251,143

OK Average: $513,539

Investment Advisory Services

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

Robert Clinton Work History

2023 - Present (2 years)

Sowell Management

2013 - Present (12 years)

Clinton Wealth Management LLC

1998 - Present (27 years)

Barnum & Clinton Pllc

2021 - 2023 (2 years)

Private Advisor Group, LLC

2017 - 2021 (4 years)

Sowell Management Services

2014 - 2016 (2 years)

Lpl Financial LLC

2014 - 2015 (1 year)

Great Valley Advisor Group, Inc

2013 - 2014 (1 year)

Sowell Management Services

1978 - 2020 (42 years)

Robert M. Clinton Cpa

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Disclosures

Please visit the SEC profile of Robert Clinton 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

Marty Paul
Gig Harbor, WA
Maryanna Braun
Houston, TX
George Bonney
Gig Harbor, WA
Ramie Khalil
North Little Rock, AR
Daryl Seaton
North Little Rock, AR
Jason Stroede
North Little Rock, AR
Brian Randall
North Little Rock, AR
Patrick Norfleet
Houston, TX

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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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.

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