Brady
Buskirk

Sowell Management

CRD#5828322
Investment Advisor
in Gig Harbor, WA

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About this Advisor

Brady Buskirk is an investment advisor in Gig Harbor, Washington. Currently an advisor with Sowell Management, they have accrued 10 years of professional experience as a financial advisor. Buskirk has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Buskirk is registered to work with investors based out of Washington. During their career, the advisor has held roles at Rbc Capital Markets, LLC, Purshe Kaplan Sterling Investments, Northwest Asset Management, Concert Wealth Management, Inc, Sowell Financial Services, LLC and Lighthouse Wealth Strategies. Sowell Management is based out of Gig Harbor, Washington, and operates out of 49 additional offices across the United States. As a company, Sowell Management oversees $2 billion in assets covering 10,321 client accounts and retains more than 161 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 10,170 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Sowell Management provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

3312 Rosedale Street Nw Suite 201
Gig Harbor, WA 98335

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

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

161

WA Average: 42
Total Number of Accounts

10,321

WA Average: 1,714
Average Account Size

$210,820

WA 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

Brady Buskirk Work History

Brady has 10 years of experience.

2016 - Present (5 years)

Sowell Financial Services, LLC

2016 - Present (5 years)

Lighthouse Wealth Strategies

2015 - 2017 (2 years)

Concert Wealth Management, Inc

2012 - 2017 (5 years)

Purshe Kaplan Sterling Investments

2012 - 2015 (3 years)

Northwest Asset Management

2010 - 2012 (2 years)

Rbc Capital Markets, LLC

Disclosures

Brady Buskirk has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Brady Buskirk
Gig Harbor, WA
Jessica Poynter
Little Rock, AR
Stanley Rapert
North Little Rock, AR
Miki Morrow
North Little Rock, AR
Matthew Reakus
Marlton, NJ
Hannah Kennedy
Springdale, AR
Chris Clark
North Little Rock, AR
John Deshaw
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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