Stephen
Carter
Sowell Management
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About this Advisor
Stephen Carter is a financial advisor based in Houston, Texas, working with Sowell Management. Stephen has previously held positions at Amegy Bank National Association, Amegy Investments, Inc, Lpl Financial, LLC, Weaver & Tidwell, L.L.P, Sowell Management, Weaver Family Office Services, L.L.C, and Weaver Capital Advisors, L.L.C. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Sowell Management, which operates out of Houston, Texas. 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
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$3,329,402,135
157
13,257
$251,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephen Carter Work History
Weaver & Tidwell, L.L.P
Sowell Management
Weaver Family Office Services, L.L.C
Weaver Capital Advisors, L.L.C
Lpl Financial, LLC
Amegy Investments, Inc
Amegy Bank National Association
Disclosures
Please visit the SEC profile of Stephen Carter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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