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Jullie ann Nicole Strippoli

Sowell Management

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About Jullie ann Nicole Strippoli

Jullie ann Nicole Strippoli is a financial advisor with over 16 years of experience in the financial services industry. Jullie ann has held various roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Currently, Jullie ann is employed by Sowell Management, a financial firm based in North Little Rock, Arkansas. She is a registered representative in various states including Texas and has the Series 7, Series 9, Series 10, and Series 66 licenses.

Firm Information

Jullie ann Strippoli 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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Jullie ann Strippoli’s Registration & Firm History

TX

11/14/2024 - Present

Sowell Management (Austin TX)

TX

06/20/2007 - 10/27/2008

RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 10/15/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/22/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jullie ann Nicole Strippoli.
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