linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lori Robyn Hall

Sowell Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lori? Claim Your Profile

About Lori Robyn Hall

Lori Robyn Hall is an Investment Advisor Representative at Sowell Management, with over 20 years of experience in the financial services industry. Lori Hall's current registration with the state of Illinois is active, and her previous experience includes roles at Dinosaur Securities, L.L.C. and Morgan Stanley Smith Barney. Lori Hall is also a Planning Specialist at Sapphire Wealth Management, where she provides sales and market support, client relationship management, and financial planning services.

Firm Information

Lori Hall 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lori Hall’s Registration & Firm History

IL

09/19/2016 - Present

Sowell Management (Woodridge IL)

CA

04/11/2014 - 12/12/2014

DINOSAUR SECURITIES, L.L.C. (san jose CA)

IL

06/01/2009 - 05/29/2012

MORGAN STANLEY SMITH BARNEY (NAPERVILLE IL)

IL

12/05/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (OAK BROOK IL)

IL

05/14/1998 - 12/11/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKBROOK IL)

Not sure if Lori Robyn Hall is right for you?

Licenses & Designations

BOTH

Issued 01/10/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2014

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Robyn Hall.
Not sure if Lori Robyn Hall is right for you?