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Bradford Peter White

Sowell Management

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About Bradford Peter White

Bradford Peter White is an investment advisor representative with Sowell Management. Bradford has been in the securities industry since October 2014. Bradford holds a Series 66 and Series 7 license. Bradford has been registered with Sowell Management since November 2023. Prior to that, Bradford worked at First Allied Securities, Inc. and Hamilton Financial Partners. Bradford specializes in working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Bradford's advisory services include financial planning and portfolio management for individuals and selection of other advisers.

Firm Information

Bradford White is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradford White’s Registration & Firm History

OK

11/09/2023 - Present

Sowell Management (Tulsa OK)

OK

02/22/2017 - 02/07/2019

FIRST ALLIED SECURITIES, INC. (TULSA OK)

OK

10/20/2015 - 01/17/2017

FIRST ALLIED SECURITIES, INC. (TULSA OK)

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Licenses & Designations

BOTH

Issued 11/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradford Peter White.
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