Clayton
Alexander
Sowell Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Clayton Alexander is a financial advisor working out of Salt Lake City, Utah with a total of 4 years of industry experience. Alexander works at Sowell Management. Over the course of their career, they have held roles at Ae Wealth Management LLC, New Millennium Insurance Group, Goldman Sachs, Ca Wealth Management, Sowell Management, Teton Wealth Group, LLC, Cba Real Estate and Teton Wealth Management, LLC. Alexander maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Utah. Sowell Management is a registered investment business headquartered in North Little Rock, AR. The firm has offices in 55 locations and a total of 122 people on staff. It oversees $3 billion in assets among its 12,450 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 12,450 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically depend on the type of financial services offered. Fees billed by Sowell Management may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Clayton Alexander Work History
Clayton has been registered as a financial advisor for 4 years.*
Teton Wealth Group, LLC
Cba Real Estate
Sowell Management
Teton Wealth Management, LLC
Ca Wealth Management
Ae Wealth Management LLC
Goldman Sachs
New Millennium Insurance Group
*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 Clayton Alexander 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
North Little Rock, AR
Houston, TX
North Little Rock, AR
Little Rock, AR
Roseville, CA
North Little Rock, AR
Marlton, NJ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
