Brady
Buskirk

Sowell Management

CRD#5828322
Investment Advisor
in Gig Harbor, WA

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About this Advisor

Brady Buskirk is a financial advisor working in Gig Harbor, Washington, with a total of 7 years of industry experience. Buskirk is on the advisory team at Sowell Management. During their career, Buskirk has held roles at Purshe Kaplan Sterling Investments, Northwest Asset Management, Concert Wealth Management, Inc, Sowell Financial Services, LLC and Lighthouse Wealth Strategies. Buskirk has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Sowell Management is an advisory business that has its headquarters in North Little Rock, AR. It has offices in 55 locations and a total of 122 advisors. It oversees $3 billion in assets under management among its 12,450 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 12,450 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely vary depending on the type of services offered. However, fees billed by Sowell Management likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

3312 Rosedale Street Nw Suite 201
Gig Harbor, WA 98335

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Sowell Management Brokerage Details

Total Assets Under Management

$2,809,119,381

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

122

WA Average: 42
Total Number of Accounts

12,450

WA Average: 1,714
Average Account Size

$225,632

WA Average: $513,539

Investment Advisory Services

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

Brady Buskirk Work History

Brady has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Sowell Financial Services, LLC

2016 - Present (8 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

*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 Brady Buskirk 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

Larry Mccorkell
North Little Rock, AR
Jessica Poynter
Little Rock, AR
Miki Morrow
North Little Rock, AR
Stephen Carter
Houston, TX
Patrick Norfleet
Houston, TX
Matthew Mccoy
Chattanooga, TN
Clayton Alexander
Salt Lake City, UT
Richard Patrick
Walnut Creek, CA

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.

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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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