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Eric Farokh Billimoria

Sowell Management

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About Eric Farokh Billimoria

Eric Billimoria is an Investment Advisor Representative with Sowell Management. Eric is a Certified Financial Planner and has been in the financial services industry since 2011. Eric's previous employment was with Ameriprise Financial Services, Inc.. Eric's specializations include Portfolio Management for Individuals, Financial Planning and Selection of Other Advisers. Eric is licensed to provide investment advice in Illinois.

Firm Information

Eric Billimoria 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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Eric Billimoria’s Registration & Firm History

IL

09/16/2016 - Present

Sowell Management (Schaumberg IL)

IL

11/01/2011 - 12/08/2011

AMERIPRISE FINANCIAL SERVICES, INC. (SCHAUMBURG IL)

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Licenses & Designations

BOTH

Issued 07/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Farokh Billimoria.
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