Marty
Paul
Sowell Management
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About this Advisor
Marty Paul is a financial advisor who works in Gig Harbor, Washington who has 7 years of relevant experience. Paul is an advisor for Sowell Management. Paul has gained experience at Sowell Financial Services, LLC, Concert Wealth Management, Inc, Nwam, LLC Dba Northwest Asset Management and Concert Advisor Services, Inc. Paul holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Sowell Management is a firm based out of North Little Rock, AR. The firm has offices in 55 locations and a total of 122 people on staff. It administers $3 billion in assets between its 12,450 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 18 charitable organizations. Of its 12,450 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets. Sowell Management 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 depend on which services the firm provides the client. However, fee types billed by Sowell Management can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Marty Paul Work History
Marty has been registered as a financial advisor for 7 years.*
Sowell Financial Services, LLC
Concert Wealth Management, Inc
Concert Advisor Services, Inc
Nwam, LLC Dba 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 Marty Paul 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
Little Rock, AR
North Little Rock, AR
Houston, TX
North Little Rock, AR
Gig Harbor, WA
Roseville, CA
Chattanooga, TN
Marlton, NJ
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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