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George William Bonney

Sowell Management

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About George William Bonney

George William Bonney is an Investment Advisor Representative at Sowell Management and Lighthouse Wealth Strategies, LLC. George has been in the industry for over 30 years. George has passed the Series 3, 7, 63, 65, and SIE examinations. George has experience working with individuals, corporations, businesses, charities, and pension and profit-sharing plans. George specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

George Bonney 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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George Bonney’s Registration & Firm History

WA

10/07/2016 - Present

Sowell Management (Gig Harbor WA)

WA

12/04/2014 - 07/26/2017

PURSHE KAPLAN STERLING INVESTMENTS (GIG HARBOR WA)

WA

04/09/2014 - 12/03/2014

PURSHE KAPLAN STERLING INVESTMENTS (GIG HARBOR WA)

WA

04/17/2009 - 02/28/2014

RBC CAPITAL MARKETS, LLC (GIG HARBOR WA)

WA

10/10/1989 - 04/27/2009

WELLS FARGO INVESTMENTS, LLC (TACOMA WA)

NY

05/23/1985 - 10/21/1989

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/10/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1985

Series 3 - National Commodity Futures Examination

BC

Issued 05/18/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George William Bonney.
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